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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CWS Financial Advisors's IEFA Position: Q1 2026 in Review

CWS Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 29% in Q1 2026, selling an estimated $978K and leaving 26,095 shares worth $2.36M. The position accounts for 0.61% of the portfolio, ranked #26.

CWS Financial Advisors first reported a position in IEFA in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.27M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • CWS Financial Advisors held 26,095 shares of iShares Core MSCI EAFE ETF worth $2.36M as of Q1 2026.
  • CWS Financial Advisors sold 10,477 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $978K.
  • iShares Core MSCI EAFE ETF made up 0.61% of CWS Financial Advisors's portfolio in Q1 2026, its #26 holding.
  • CWS Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 23 quarters since.
  • CWS Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $3.27M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.