DIP
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DT Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DT Investment 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 		$28.4M Buy
293,895
+2,468
+0.8% +$237K 2.12% 12
2026
Q1 		$26.4M Buy
291,427
+20,659
+8% +$1.93M 2.2% 10
2025
Q4 		$24.2M Sell
270,768
-23,430
-8% -$2.07M 2.01% 13
2025
Q3 		$25.7M Sell
294,198
-721
-0.2% -$61.3K 2.17% 13
2025
Q2 		$24.6M Buy
294,919
+133,673
+83% +$10.6M 2.21% 13
2025
Q1 		$12.2M Sell
161,246
-16,656
-9% -$1.25M 1.18% 20
2024
Q4 		$12.5M Buy
177,902
+10,916
+7% +$805K 1.06% 20
2024
Q3 		$13M Buy
166,986
+490
+0.3% +$36.7K 1.06% 20
2024
Q2 		$12.1M Buy
166,496
+159,298
+2,213% +$11.7M 1.07% 20
2024
Q1 		$534K Buy
7,198
+3,735
+108% +$266K 0.05% 98
2023
Q4 		$243K Buy
+3,463
New +$228K 0.03% 121
2023
Q1 		– Sell
-244
Closed -$15K – 484
2022
Q4 		$15K Sell
244
-2,351
-91% -$138K ﹤0.01% 286
2022
Q3 		$137K Sell
2,595
-436,500
-99% -$25.7M 0.02% 137
2022
Q2 		$25.8M Buy
439,095
+30,086
+7% +$1.93M 3.84% 4
2022
Q1 		$28.4M Buy
409,009
+16,849
+4% +$1.19M 3.67% 5
2021
Q4 		$29.3M Buy
392,160
+14,451
+4% +$1.09M 3.81% 5
2021
Q3 		$28M Buy
377,709
+10,812
+3% +$823K 3.76% 5
2021
Q2 		$27.5M Buy
366,897
+6,997
+2% +$528K 3.8% 6
2021
Q1 		$25.9M Buy
359,900
+19,525
+6% +$1.4M 3.74% 6
2020
Q4 		$23.5M Sell
340,375
-122,432
-26% -$7.92M 3.74% 7
2020
Q3 		$27.9M Buy
462,807
+88,300
+24% +$5.33M 4.02% 6
2020
Q2 		$21.4M Buy
+374,507
New +$20.3M 2.66% 14

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DT Investment Partners's IEFA Position: Q2 2026 in Review

DT Investment Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.85% in Q2 2026, buying an estimated $237K and bringing the position to 293,895 shares worth $28.4M. The position accounts for 2.12% of the portfolio, ranked #12.

DT Investment Partners first reported a position in IEFA in Q2 2020 and has held it in 22 quarters since. The position peaked at $29.3M in Q4 2021. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • DT Investment Partners held 293,895 shares of iShares Core MSCI EAFE ETF worth $28.4M as of Q2 2026.
  • DT Investment Partners bought 2,468 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $237K.
  • iShares Core MSCI EAFE ETF made up 2.12% of DT Investment Partners's portfolio in Q2 2026, its #12 holding.
  • DT Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 22 quarters since.
  • DT Investment Partners's iShares Core MSCI EAFE ETF position peaked at $29.3M in Q4 2021.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.