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	–	Sell	-14,880	Closed	-$1.35M	–	864
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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Curated Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 14,880 shares — an estimated $1.35M sold.

Curated Wealth Partners first reported a position in IEFA in Q2 2022 and held it in 9 quarters. The position peaked at $1.39M in Q3 2025. 979 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Curated Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 14,880 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.35M.
Curated Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and held it in 9 quarters.
Curated Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $1.39M in Q3 2025.
979 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.