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IEFA icon

AlTi Global’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

AlTi Global’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 		$1.98M Buy
20,465
+337
+2% +$32.4K 0.04% 184
2026
Q1 		$1.82M Buy
20,128
+1,303
+7% +$122K 0.04% 166
2025
Q4 		$1.68M Buy
18,825
+134
+0.7% +$11.8K 0.04% 176
2025
Q3 		$1.63M Sell
18,691
-3,106
-14% -$264K 0.04% 185
2025
Q2 		$1.82M Buy
21,797
+170
+0.8% +$13.5K 0.05% 168
2025
Q1 		$1.64M Hold
21,627
– – 0.04% 160
2024
Q4 		$1.52M Buy
21,627
+364
+2% +$26.9K 0.04% 179
2024
Q3 		$1.66M Hold
21,263
– – 0.04% 171
2024
Q2 		$1.54M Buy
21,263
+165
+0.8% +$12.1K 0.04% 170
2024
Q1 		$1.57M Sell
21,098
-6,418
-23% -$457K 0.04% 164
2023
Q4 		$1.94M Buy
+27,516
New +$1.81M 0.06% 139

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AlTi Global's IEFA Position: Q2 2026 in Review

AlTi Global increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, buying an estimated $32.4K and bringing the position to 20,465 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #184.

AlTi Global first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • AlTi Global held 20,465 shares of iShares Core MSCI EAFE ETF worth $1.98M as of Q2 2026.
  • AlTi Global bought 337 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $32.4K.
  • iShares Core MSCI EAFE ETF made up 0.04% of AlTi Global's portfolio in Q2 2026, its #184 holding.
  • AlTi Global first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.