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Montag & Caldwell’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Montag & Caldwell’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
2025
Q2 		$1.42M Sell
17,030
-1
-0% -$79 0.31% 38
2025
Q1 		$1.29M Buy
17,031
+14,936
+713% +$1.12M 0.3% 39
2024
Q4 		$147K Buy
+2,095
New +$155K 0.03% 94

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Montag & Caldwell's IEFA Position: Q2 2025 in Review

Montag & Caldwell reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.01% in Q2 2025, selling an estimated $79 and leaving 17,030 shares worth $1.42M. The position accounts for 0.31% of the portfolio, ranked #38.

Montag & Caldwell first reported a position in IEFA in Q4 2024 and has held it in 3 quarters since. 2,105 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Montag & Caldwell held 17,030 shares of iShares Core MSCI EAFE ETF worth $1.42M as of Q2 2025.
  • Montag & Caldwell sold 1 iShares Core MSCI EAFE ETF share in Q2 2025, an estimated $79.
  • iShares Core MSCI EAFE ETF made up 0.31% of Montag & Caldwell's portfolio in Q2 2025, its #38 holding.
  • Montag & Caldwell first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,105 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.