CI
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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
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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CX Institutional's IEFA Position: Q2 2026 in Review

CX Institutional reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $11.9M and leaving 861,670 shares worth $83.2M. The position accounts for 2.4% of the portfolio, ranked #2.

CX Institutional first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $135M in Q4 2024. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • CX Institutional held 861,670 shares of iShares Core MSCI EAFE ETF worth $83.2M as of Q2 2026.
  • CX Institutional sold 124,083 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.9M.
  • iShares Core MSCI EAFE ETF made up 2.4% of CX Institutional's portfolio in Q2 2026, its #2 holding.
  • CX Institutional first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • CX Institutional's iShares Core MSCI EAFE ETF position peaked at $135M in Q4 2024.
  • 561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.