First Citizens Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

First Citizens Asset Management’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	$20.5M	Sell	212,161 -19,962	-9%	-$1.92M	6.55%	6
2026 Q1	$21M	Buy	232,123 +1,542	+0.7%	+$144K	7.45%	6
2025 Q4	$20.6M	Sell	230,581 -1,797	-0.8%	-$159K	7.21%	6
2025 Q3	$20.3M	Sell	232,378 -6,398	-3%	-$544K	7.2%	6
2025 Q2	$19.9M	Sell	238,776 -4,598	-2%	-$365K	7.07%	5
2025 Q1	$18.4M	Sell	243,374 -185,574	-43%	-$13.9M	7.16%	4
2024 Q4	$30.1M	Buy	428,948 +64,748	+18%	+$4.78M	11.03%	4
2024 Q3	$28.4M	Buy	364,200 +62,669	+21%	+$4.69M	10.1%	4
2024 Q2	$21.9M	Buy	301,531 +159	+0.1%	+$11.7K	8.16%	4
2024 Q1	$22.4M	Sell	301,372 -17,357	-5%	-$1.24M	8.47%	4
2023 Q4	$22.4M	Buy	318,729 +21,287	+7%	+$1.4M	8.98%	4
2023 Q3	$19.1M	Buy	297,442 +37,448	+14%	+$2.51M	8.14%	4
2023 Q2	$17.5M	Sell	259,994 -53,428	-17%	-$3.62M	7.18%	4
2023 Q1	$21M	Buy	313,422 +25,524	+9%	+$1.67M	8.71%	4
2022 Q4	$17.7M	Buy	287,898 +10,980	+4%	+$646K	9.96%	5
2022 Q3	$14.6M	Buy	+276,918	New	+$16.3M	9.21%	5

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

First Citizens Asset Management's IEFA Position: Q2 2026 in Review

First Citizens Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.6% in Q2 2026, selling an estimated $1.92M and leaving 212,161 shares worth $20.5M. The position accounts for 6.55% of the portfolio, ranked #6.

First Citizens Asset Management first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.1M in Q4 2024. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

First Citizens Asset Management held 212,161 shares of iShares Core MSCI EAFE ETF worth $20.5M as of Q2 2026.
First Citizens Asset Management sold 19,962 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.92M.
iShares Core MSCI EAFE ETF made up 6.55% of First Citizens Asset Management's portfolio in Q2 2026, its #6 holding.
First Citizens Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
First Citizens Asset Management's iShares Core MSCI EAFE ETF position peaked at $30.1M in Q4 2024.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.