Envestnet Portfolio Solutions
IEFA icon

Envestnet Portfolio Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Envestnet Portfolio Solutions’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 		$303M Buy
3,139,054
+255,556
+9% +$24.5M 1.45% 15
2026
Q1 		$261M Sell
2,883,498
-6,020,726
-68% -$562M 1.44% 16
2025
Q4 		$797M Buy
8,904,224
+105,373
+1% +$9.32M 2.8% 7
2025
Q3 		$768M Sell
8,798,851
-3,217
-0% -$273K 2.83% 6
2025
Q2 		$735M Sell
8,802,068
-242,241
-3% -$19.2M 2.7% 6
2025
Q1 		$684M Sell
9,044,309
-6,592,390
-42% -$493M 2.62% 7
2024
Q4 		$1.1B Buy
15,636,699
+1,352,274
+9% +$99.8M 3.59% 6
2024
Q3 		$1.11B Buy
14,284,425
+1,299,339
+10% +$97.3M 3.62% 6
2024
Q2 		$943M Buy
12,985,086
+215,437
+2% +$15.9M 3.29% 6
2024
Q1 		$948M Buy
12,769,649
+402,792
+3% +$28.7M 3.56% 5
2023
Q4 		$870M Buy
12,366,857
+401,049
+3% +$26.4M 3.61% 5
2023
Q3 		$770M Buy
+11,965,808
New +$801M 3.64% 4

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

Envestnet Portfolio Solutions's IEFA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.9% in Q2 2026, buying an estimated $24.5M and bringing the position to 3,139,054 shares worth $303M. The position accounts for 1.45% of the portfolio, ranked #15.

Envestnet Portfolio Solutions first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.11B in Q3 2024. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,139,054 shares of iShares Core MSCI EAFE ETF worth $303M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 255,556 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $24.5M.
  • iShares Core MSCI EAFE ETF made up 1.45% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #15 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares Core MSCI EAFE ETF position peaked at $1.11B in Q3 2024.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.