Argonautica Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Argonautica Private Wealth Management’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 Q1	$2.63M	Sell	29,085 -91	-0.3%	-$8.49K	0.8%	40
2025 Q4	$2.61M	Buy	29,176 +4,574	+19%	+$404K	0.77%	38
2025 Q3	$2.15M	Buy	24,602 +88	+0.4%	+$7.48K	0.63%	47
2025 Q2	$2.05M	Sell	24,514 -387	-2%	-$30.7K	0.65%	47
2025 Q1	$1.88M	Buy	24,901 +6,587	+36%	+$493K	0.65%	49
2024 Q4	$1.29M	Sell	18,314 -158	-0.9%	-$11.7K	0.42%	58
2024 Q3	$1.44M	Buy	18,472 +29	+0.2%	+$2.17K	0.48%	53
2024 Q2	$1.34M	Buy	18,443 +1,475	+9%	+$109K	0.46%	55
2024 Q1	$1.26M	Buy	16,968 +2,368	+16%	+$169K	0.45%	55
2023 Q4	$1.03M	Buy	14,600 +59	+0.4%	+$3.89K	0.42%	61
2023 Q3	$936K	Buy	+14,541	New	+$974K	0.42%	59

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Argonautica Private Wealth Management's IEFA Position: Q1 2026 in Review

Argonautica Private Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.31% in Q1 2026, selling an estimated $8.49K and leaving 29,085 shares worth $2.63M. The position accounts for 0.8% of the portfolio, ranked #40.

Argonautica Private Wealth Management first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Argonautica Private Wealth Management held 29,085 shares of iShares Core MSCI EAFE ETF worth $2.63M as of Q1 2026.
Argonautica Private Wealth Management sold 91 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.49K.
iShares Core MSCI EAFE ETF made up 0.8% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #40 holding.
Argonautica Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.