CX Institutional
IEFA icon

CX Institutional’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CX Institutional’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
Q3 		$87.8M Buy
906,032
+44,362
+5% +$4.38M 2.38% 5
2026
Q2 		$83.2M Sell
861,670
-124,083
-13% -$11.9M 2.4% 2
2026
Q1 		$89.2M Sell
985,753
-36,783
-4% -$3.43M 2.72% 2
2025
Q4 		$91.5M Sell
1,022,536
-55,783
-5% -$4.93M 2.73% 2
2025
Q3 		$94.1M Buy
1,078,319
+897,305
+496% +$76.2M 2.86% 2
2025
Q2 		$15.1M Sell
181,014
-1,310,953
-88% -$104M 0.53% 37
2025
Q1 		$113M Sell
1,491,967
-429,264
-22% -$32.1M 4.26% 1
2024
Q4 		$135M Buy
1,921,231
+1,671,978
+671% +$123M 5.36% 1
2024
Q3 		$19.5M Sell
249,253
-57,754
-19% -$4.32M 0.86% 24
2024
Q2 		$22.3M Buy
307,007
+78,471
+34% +$5.77M 1.05% 22
2024
Q1 		$17M Buy
228,536
+18,402
+9% +$1.31M 0.82% 27
2023
Q4 		$14.8M Sell
210,134
-97,581
-32% -$6.43M 0.79% 31
2023
Q3 		$19.8M Buy
307,715
+188,610
+158% +$12.6M 1.09% 21
2023
Q2 		$8.04M Buy
119,105
+4,203
+4% +$285K 0.42% 68
2023
Q1 		$7.73M Sell
114,902
-366,062
-76% -$24M 0.41% 66
2022
Q4 		$29.6M Buy
480,964
+81,591
+20% +$4.8M 1.8% 4
2022
Q3 		$21M Buy
399,373
+1,037
+0.3% +$61K 1.46% 10
2022
Q2 		$23.4M Buy
398,336
+157,175
+65% +$10.1M 1.77% 6
2022
Q1 		$16.8M Buy
241,161
+9,773
+4% +$691K 1.34% 15
2021
Q4 		$17.3M Buy
231,388
+38,391
+20% +$2.89M 1.37% 14
2021
Q3 		$14.3M Sell
192,997
-1,848
-0.9% -$141K 1.17% 16
2021
Q2 		$14.6M Buy
194,845
+9,012
+5% +$680K 1.2% 14
2021
Q1 		$13.4M Buy
185,833
+19,959
+12% +$1.43M 1.2% 14
2020
Q4 		$11.5M Buy
165,874
+31,589
+24% +$2.04M 1.1% 15
2020
Q3 		$8.1M Sell
134,285
-41,328
-24% -$2.49M 0.87% 27
2020
Q2 		$10M Buy
175,613
+173,321
+7,562% +$9.39M 1.32% 14
2020
Q1 		$114K Buy
+2,292
New +$136K 0.02% 259
2019
Q4 		– Sell
-88
Closed -$5K – 751
2019
Q3 		$5K Sell
88
-2,276
-96% -$137K ﹤0.01% 582
2019
Q2 		$145K Sell
2,364
-9,724
-80% -$596K 0.02% 245
2019
Q1 		$735K Buy
12,088
+535
+5% +$31.6K 0.13% 144
2018
Q4 		$635K Buy
+11,553
New +$678K 0.13% 118

Other funds holding IEFA

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CX Institutional's IEFA Position: Q3 2026 in Review

CX Institutional increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q3 2026, buying an estimated $4.38M and bringing the position to 906,032 shares worth $87.8M. The position accounts for 2.38% of the portfolio, ranked #5.

CX Institutional first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $135M in Q4 2024. 510 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • CX Institutional held 906,032 shares of iShares Core MSCI EAFE ETF worth $87.8M as of Q3 2026.
  • CX Institutional bought 44,362 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $4.38M.
  • iShares Core MSCI EAFE ETF made up 2.38% of CX Institutional's portfolio in Q3 2026, its #5 holding.
  • CX Institutional first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's iShares Core MSCI EAFE ETF position peaked at $135M in Q4 2024.
  • 510 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.