CWS Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CWS Financial Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55M	Buy	26,399 +304	+1%	+$29.2K	0.57%	28
2026 Q1	$2.36M	Sell	26,095 -10,477	-29%	-$978K	0.61%	26
2025 Q4	$3.27M	Buy	36,572 +264	+0.7%	+$23.3K	0.89%	18
2025 Q3	$3.17M	Buy	36,308 +1,715	+5%	+$146K	0.88%	19
2025 Q2	$2.89M	Buy	34,593 +390	+1%	+$31K	0.84%	20
2025 Q1	$2.59M	Hold	34,203	–	–	0.82%	19
2024 Q4	$2.4M	Buy	34,203 +506	+2%	+$37.3K	0.78%	18
2024 Q3	$2.63M	Hold	33,697	–	–	0.93%	14
2024 Q2	$2.45M	Buy	33,697 +156	+0.5%	+$11.5K	0.96%	14
2024 Q1	$2.49M	Buy	33,541 +1,557	+5%	+$111K	1.02%	14
2023 Q4	$2.25M	Buy	31,984 +251	+0.8%	+$16.5K	0.84%	17
2023 Q3	$2.04M	Hold	31,733	–	–	0.82%	18
2023 Q2	$2.14M	Sell	31,733 -472	-1%	-$32K	0.81%	18
2023 Q1	$2.15M	Buy	32,205 +3,789	+13%	+$248K	0.86%	18
2022 Q4	$2.05M	Sell	28,416 -4,995	-15%	-$294K	0.88%	10
2022 Q3	$1.76M	Hold	33,411	–	–	0.84%	19
2022 Q2	$1.97M	Buy	33,411 +228	+0.7%	+$14.6K	0.9%	18
2022 Q1	$2.31M	Sell	33,183 -202	-0.6%	-$14.3K	0.87%	16
2021 Q4	$2.49M	Buy	+33,385	New	+$2.51M	0.88%	17
2021 Q2	$2.21M	Buy	29,465 +1,049	+4%	+$79.2K	0.88%	11
2021 Q1	$2.05M	Buy	28,416 +200	+0.7%	+$14.3K	0.88%	10
2020 Q4	$1.95M	Sell	28,216 -49	-0.2%	-$3.17K	1.13%	8
2020 Q3	$1.7M	Buy	28,265 +629	+2%	+$37.9K	1.13%	8
2020 Q2	$1.58M	Buy	+27,636	New	+$1.5M	1.14%	9

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CWS Financial Advisors's IEFA Position: Q2 2026 in Review

CWS Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q2 2026, buying an estimated $29.2K and bringing the position to 26,399 shares worth $2.55M. The position accounts for 0.57% of the portfolio, ranked #28.

CWS Financial Advisors first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.27M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

CWS Financial Advisors held 26,399 shares of iShares Core MSCI EAFE ETF worth $2.55M as of Q2 2026.
CWS Financial Advisors bought 304 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $29.2K.
iShares Core MSCI EAFE ETF made up 0.57% of CWS Financial Advisors's portfolio in Q2 2026, its #28 holding.
CWS Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
CWS Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $3.27M in Q4 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.