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

Corient Private Wealth’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	$326M	Buy	3,377,165 +31,452	+0.9%	+$3.02M	0.45%	42
2026 Q1	$302M	Buy	3,345,713 +11,159	+0.3%	+$1.04M	0.43%	43
2025 Q4	$298M	Buy	3,334,554 +303,391	+10%	+$26.8M	0.4%	45
2025 Q3	$125M	Buy	3,031,163 +1,520,451	+101%	+$129M	0.2%	109
2025 Q2	$99M	Buy	1,510,712 +119,072	+9%	+$9.45M	0.13%	157
2025 Q1	$105M	Sell	1,391,640 -26,830	-2%	-$2.01M	0.17%	127
2024 Q4	$99.2M	Buy	1,418,470 +31,202	+2%	+$2.3M	0.16%	138
2024 Q3	$84.3M	Sell	1,387,268 -17,474	-1%	-$1.31M	0.13%	157
2024 Q2	$102M	Sell	1,404,742 -61,738	-4%	-$4.54M	0.18%	130
2024 Q1	$109M	Buy	1,466,480 +60,319	+4%	+$4.29M	0.19%	121
2023 Q4	$98.9M	Sell	1,406,161 -497,983	-26%	-$32.8M	0.18%	128
2023 Q3	$143M	Buy	1,904,144 +340,874	+22%	+$22.8M	0.33%	68
2023 Q2	$106M	Buy	1,563,270 +47,746	+3%	+$3.24M	0.24%	100
2023 Q1	$101M	Buy	1,515,524 +790,244	+109%	+$51.8M	0.27%	94
2022 Q4	$45.6M	Buy	+725,280	New	+$42.7M	0.17%	142

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Corient Private Wealth's IEFA Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.94% in Q2 2026, buying an estimated $3.02M and bringing the position to 3,377,165 shares worth $326M. The position accounts for 0.45% of the portfolio, ranked #42.

Corient Private Wealth first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Corient Private Wealth held 3,377,165 shares of iShares Core MSCI EAFE ETF worth $326M as of Q2 2026.
Corient Private Wealth bought 31,452 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.02M.
iShares Core MSCI EAFE ETF made up 0.45% of Corient Private Wealth's portfolio in Q2 2026, its #42 holding.
Corient Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.