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Alvarez & Marsal Private Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$1.13M Buy
11,676
+6,875
+143% +$660K 0.15% 34
2026
Q1 		$435K Hold
4,801
– – 0.06% 84
2025
Q4 		$429K Buy
+4,801
New +$425K 0.08% 49

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's IEFA Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 143% in Q2 2026, buying an estimated $660K and bringing the position to 11,676 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #34.

Alvarez & Marsal Private Wealth Partners first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 11,676 shares of iShares Core MSCI EAFE ETF worth $1.13M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 6,875 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $660K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.