Corient Private Wealth
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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
2025
Q2 		$504M Buy
2025
Q1 		$313M Buy
2024
Q4 		$138M Sell
2024
Q3 		$148M Buy
2024
Q2 		$145M Sell
2024
Q1 		$148M Buy
2023
Q4 		$139M Sell
2023
Q3 		$158M Buy
2023
Q2 		$117M Sell
2023
Q1 		$160M Buy
2022
Q4 		$90M Buy