Curated Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Curated Wealth Partners’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	$1.44M	Hold	14,880	–	–	0.17%	45
2026 Q1	$1.35M	Hold	14,880	–	–	0.17%	46
2025 Q4	$1.33M	Sell	14,880 -1,001	-6%	-$88.5K	0.14%	53
2025 Q3	$1.39M	Buy	15,881 +1,001	+7%	+$85.1K	0.17%	40
2025 Q2	$1.24M	Hold	14,880	–	–	0.15%	44
2025 Q1	$1.13M	Sell	14,880 -1,280	-8%	-$95.7K	0.15%	46
2024 Q4	$1.14M	Buy	+16,160	New	+$1.19M	0.13%	46
2024 Q3	–	Sell	-4,294	Closed	-$312K	–	135
2024 Q2	$312K	Buy	+4,294	New	+$316K	0.04%	105
2022 Q4	–	Sell	-5,450	Closed	-$287K	–	133
2022 Q3	$287K	Sell	5,450 -370	-6%	-$21.8K	0.08%	96
2022 Q2	$343K	Buy	+5,820	New	+$373K	0.1%	91

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

Curated Wealth Partners's IEFA Position: Q2 2026 in Review

Curated Wealth Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 14,880 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #45.

Curated Wealth Partners first reported a position in IEFA in Q2 2022 and has held it in 10 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Curated Wealth Partners held 14,880 shares of iShares Core MSCI EAFE ETF worth $1.44M as of Q2 2026.
Curated Wealth Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.17% of Curated Wealth Partners's portfolio in Q2 2026, its #45 holding.
Curated Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 10 quarters since.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.