Corient Private Wealth
IEFA icon

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
Q1 		$302M Sell
3,345,713
-3,168,771
-49% -$296M 0.43% 43
2025
Q4 		$582M Buy
6,514,484
+3,483,321
+115% +$308M 0.39% 48
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 49% in Q1 2026, selling an estimated $296M and leaving 3,345,713 shares worth $302M. The position accounts for 0.43% of the portfolio, ranked #43.

Corient Private Wealth first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $582M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Corient Private Wealth held 3,345,713 shares of iShares Core MSCI EAFE ETF worth $302M as of Q1 2026.
  • Corient Private Wealth sold 3,168,771 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $296M.
  • iShares Core MSCI EAFE ETF made up 0.43% of Corient Private Wealth's portfolio in Q1 2026, its #43 holding.
  • Corient Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Core MSCI EAFE ETF position peaked at $582M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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