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EP Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EP Wealth Advisors’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 		$24.8M Sell
273,506
-38,913
-12% -$3.63M 0.12% 116
2025
Q4 		$27.9M Buy
+312,419
New +$27.6M 0.15% 103
2025
Q2 		$21M Buy
251,779
+140,122
+125% +$11.1M 0.14% 124
2025
Q1 		$8.45M Sell
111,657
-23,535
-17% -$1.76M 0.07% 165
2024
Q4 		$9.5M Buy
135,192
+64,474
+91% +$4.76M 0.08% 148
2024
Q3 		$5.52M Buy
70,718
+8,888
+14% +$665K 0.05% 208
2024
Q2 		$4.49M Buy
61,830
+1,016
+2% +$74.8K 0.05% 193
2024
Q1 		$4.51M Sell
60,814
-8,595
-12% -$612K 0.05% 178
2023
Q4 		$4.88M Buy
69,409
+10,789
+18% +$711K 0.06% 164
2023
Q3 		$3.77M Sell
58,620
-497,278
-89% -$33.3M 0.06% 177
2023
Q2 		$4.51M Buy
555,898
+550,394
+10,000% +$37.3M 0.07% 160
2023
Q1 		$333K Sell
5,504
-38,896
-88% -$2.55M 0.01% 467
2022
Q4 		$2.74M Sell
44,400
-3,031
-6% -$178K 0.05% 187
2022
Q3 		$2.5M Sell
47,431
-13,653
-22% -$803K 0.06% 173
2022
Q2 		$3.6M Buy
61,084
+32,181
+111% +$2.06M 0.08% 138
2022
Q1 		$2.01M Sell
28,903
-3,312
-10% -$234K 0.04% 199
2021
Q4 		$2.4M Sell
32,215
-4,990
-13% -$375K 0.06% 171
2021
Q3 		$2.76M Sell
37,205
-24,838
-40% -$1.89M 0.08% 137
2021
Q2 		$4.64M Sell
62,043
-37,232
-38% -$2.81M 0.13% 107
2021
Q1 		$7.15M Buy
99,275
+85,863
+640% +$6.14M 0.23% 74
2020
Q4 		$927K Buy
13,412
+9,095
+211% +$588K 0.03% 198
2020
Q3 		$260K Buy
+4,317
New +$260K 0.01% 308
2020
Q2 		– Sell
-4,096
Closed -$204K – 376
2020
Q1 		$204K Buy
+4,096
New +$244K 0.01% 348
2019
Q4 		– Sell
-4,891
Closed -$299K – 423
2019
Q3 		$299K Sell
4,891
-5,441
-53% -$328K 0.01% 281
2019
Q2 		$634K Buy
10,332
+74
+0.7% +$4.53K 0.04% 176
2019
Q1 		$623K Buy
+10,258
New +$605K 0.06% 150

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B 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

EP Wealth Advisors's IEFA Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, selling an estimated $3.63M and leaving 273,506 shares worth $24.8M. The position accounts for 0.12% of the portfolio, ranked #116.

EP Wealth Advisors first reported a position in IEFA in Q1 2019 and has held it in 26 quarters since. The position peaked at $27.9M in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • EP Wealth Advisors held 273,506 shares of iShares Core MSCI EAFE ETF worth $24.8M as of Q1 2026.
  • EP Wealth Advisors sold 38,913 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.63M.
  • iShares Core MSCI EAFE ETF made up 0.12% of EP Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • EP Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 26 quarters since.
  • EP Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $27.9M in Q4 2025.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.