Corient Private Wealth
EFA icon

Corient Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Corient Private Wealth’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$196M Sell
2,027,202
-2,631,321
-56% -$263M 0.28% 69
2025
Q4 		$447M Buy
4,658,523
+2,522,506
+118% +$239M 0.3% 67
2025
Q3 		$199M Sell
2,136,017
-3,632,262
-63% -$330M 0.31% 63
2025
Q2 		$504M Buy
5,768,279
+1,939,941
+51% +$166M 0.67% 20
2025
Q1 		$313M Buy
3,828,338
+1,964,455
+105% +$158M 0.51% 35
2024
Q4 		$138M Sell
1,863,883
-29,673
-2% -$2.35M 0.23% 102
2024
Q3 		$148M Buy
1,893,556
+47,857
+3% +$3.85M 0.23% 97
2024
Q2 		$145M Sell
1,845,699
-4,393
-0.2% -$348K 0.25% 87
2024
Q1 		$148M Buy
1,850,092
+1,408
+0.1% +$108K 0.26% 88
2023
Q4 		$139M Sell
1,848,684
-167,881
-8% -$11.9M 0.26% 90
2023
Q3 		$158M Buy
2,016,565
+402,965
+25% +$28.9M 0.36% 59
2023
Q2 		$117M Sell
1,613,600
-355,181
-18% -$25.8M 0.27% 91
2023
Q1 		$160M Buy
1,968,781
+598,612
+44% +$41.9M 0.43% 55
2022
Q4 		$90M Buy
+1,370,169
New +$85.8M 0.33% 84

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corient Private Wealth's EFA Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 56% in Q1 2026, selling an estimated $263M and leaving 2,027,202 shares worth $196M. The position accounts for 0.28% of the portfolio, ranked #69.

Corient Private Wealth first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $504M in Q2 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Corient Private Wealth held 2,027,202 shares of iShares MSCI EAFE ETF worth $196M as of Q1 2026.
  • Corient Private Wealth sold 2,631,321 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $263M.
  • iShares MSCI EAFE ETF made up 0.28% of Corient Private Wealth's portfolio in Q1 2026, its #69 holding.
  • Corient Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares MSCI EAFE ETF position peaked at $504M in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.