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
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 $1.37T 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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