Catalyst Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Catalyst Financial 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 Q1	$73M	Buy	806,398 +69,369	+9%	+$6.47M	8.62%	2
2025 Q4	$65.9M	Buy	737,029 +89,353	+14%	+$7.9M	7.35%	3
2025 Q3	$56.5M	Buy	647,676 +91,476	+16%	+$7.77M	6.82%	3
2025 Q2	$46.4M	Buy	556,200 +35,336	+7%	+$2.8M	5.07%	3
2025 Q1	$39.4M	Buy	520,864 +24,193	+5%	+$1.81M	7.25%	2
2024 Q4	$34.9M	Buy	496,671 +31,345	+7%	+$2.31M	6.56%	2
2024 Q3	$36.3M	Buy	465,326 +23,613	+5%	+$1.77M	7.1%	2
2024 Q2	$32.1M	Sell	441,713 -7,002	-2%	-$515K	7.05%	2
2024 Q1	$31.8M	Buy	448,715 +27,694	+7%	+$1.97M	8.19%	2
2023 Q4	$29.6M	Buy	421,021 +37,956	+10%	+$2.5M	8.36%	2
2023 Q3	$24.7M	Buy	383,065 +29,653	+8%	+$1.99M	7.95%	2
2023 Q2	$23.9M	Buy	353,412 +50,202	+17%	+$3.4M	8.5%	2
2023 Q1	$20.3M	Buy	303,210 +9,038	+3%	+$593K	8.68%	2
2022 Q4	$18.1M	Buy	+294,172	New	+$17.3M	9.32%	2

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

Catalyst Financial Partners's IEFA Position: Q1 2026 in Review

Catalyst Financial Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q1 2026, buying an estimated $6.47M and bringing the position to 806,398 shares worth $73M. The position accounts for 8.62% of the portfolio, ranked #2.

Catalyst Financial Partners first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Catalyst Financial Partners held 806,398 shares of iShares Core MSCI EAFE ETF worth $73M as of Q1 2026.
Catalyst Financial Partners bought 69,369 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6.47M.
iShares Core MSCI EAFE ETF made up 8.62% of Catalyst Financial Partners's portfolio in Q1 2026, its #2 holding.
Catalyst Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.