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Coquina Private Wealth LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Coquina Private Wealth LLC’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 		$1.76M Sell
18,190
-184
-1% -$17.7K 1.19% 17
2026
Q1 		$1.66M Sell
18,374
-1,341
-7% -$125K 1.34% 18
2025
Q4 		$1.76M Buy
+19,715
New +$1.74M 1.41% 18

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

Coquina Private Wealth LLC's IEFA Position: Q2 2026 in Review

Coquina Private Wealth LLC reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q2 2026, selling an estimated $17.7K and leaving 18,190 shares worth $1.76M. The position accounts for 1.19% of the portfolio, ranked #17.

Coquina Private Wealth LLC first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q4 2025. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Coquina Private Wealth LLC held 18,190 shares of iShares Core MSCI EAFE ETF worth $1.76M as of Q2 2026.
  • Coquina Private Wealth LLC sold 184 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.7K.
  • iShares Core MSCI EAFE ETF made up 1.19% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #17 holding.
  • Coquina Private Wealth LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's iShares Core MSCI EAFE ETF position peaked at $1.76M in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.