EH
IEFA icon

Equitable Holdings’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Equitable Holdings’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 		$149M Buy
1,551,330
+37,355
+2% +$3.59M 0.89% 17
2026
Q1 		$118M Buy
1,513,975
+65,931
+5% +$6.15M 0.76% 23
2025
Q4 		$130M Buy
1,448,044
+45,650
+3% +$4.04M 0.89% 19
2025
Q3 		$122M Buy
1,402,394
+65,846
+5% +$5.59M 0.9% 19
2025
Q2 		$112M Sell
1,336,548
-1,223
-0.1% -$97.1K 0.92% 18
2025
Q1 		$101M Sell
1,337,771
-100,275
-7% -$7.5M 0.96% 15
2024
Q4 		$101M Buy
1,438,046
+90,862
+7% +$6.7M 0.96% 17
2024
Q3 		$105M Sell
1,347,184
-4,434
-0.3% -$332K 1.02% 17
2024
Q2 		$98.2M Buy
1,351,618
+54,602
+4% +$4.02M 1.03% 17
2024
Q1 		$96.3M Sell
1,297,016
-45,132
-3% -$3.21M 1.08% 16
2023
Q4 		$94.4M Buy
1,342,148
+54,683
+4% +$3.6M 1.16% 16
2023
Q3 		$82.8M Buy
1,287,465
+65,282
+5% +$4.37M 1.19% 18
2023
Q2 		$82.5M Buy
1,222,183
+18,568
+2% +$1.26M 1.19% 17
2023
Q1 		$80.5M Sell
1,203,615
-108,335
-8% -$7.1M 1.29% 14
2022
Q4 		$80.9M Sell
1,311,950
-35,690
-3% -$2.1M 1.41% 13
2022
Q3 		$71M Buy
1,347,640
+58,678
+5% +$3.45M 1.39% 14
2022
Q2 		$75.9M Sell
1,288,962
-247,012
-16% -$15.8M 1.45% 15
2022
Q1 		$107M Buy
1,535,974
+212,769
+16% +$15.1M 1.75% 15
2021
Q4 		$98.8M Buy
1,323,205
+362,833
+38% +$27.3M 1.56% 15
2021
Q3 		$71.3M Sell
960,372
-128,129
-12% -$9.75M 1.22% 18
2021
Q2 		$81.5M Buy
1,088,501
+266,631
+32% +$20.1M 1.4% 17
2021
Q1 		$59.2M Sell
821,870
-41,884
-5% -$2.99M 1.25% 17
2020
Q4 		$59.7M Buy
863,754
+71,695
+9% +$4.64M 1.36% 14
2020
Q3 		$47.7M Buy
792,059
+79,030
+11% +$4.77M 1.23% 16
2020
Q2 		$40.8M Sell
713,029
-63,768
-8% -$3.46M 1.17% 20
2020
Q1 		$38.8M Buy
776,797
+84,685
+12% +$5.04M 1.39% 15
2019
Q4 		$45.2M Buy
+692,112
New +$43.9M 1.32% 18

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

Equitable Holdings's IEFA Position: Q2 2026 in Review

Equitable Holdings increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, buying an estimated $3.59M and bringing the position to 1,551,330 shares worth $149M. The position accounts for 0.89% of the portfolio, ranked #17.

Equitable Holdings first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Equitable Holdings held 1,551,330 shares of iShares Core MSCI EAFE ETF worth $149M as of Q2 2026.
  • Equitable Holdings bought 37,355 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.59M.
  • iShares Core MSCI EAFE ETF made up 0.89% of Equitable Holdings's portfolio in Q2 2026, its #17 holding.
  • Equitable Holdings first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.