FCH
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Freestone Capital Holdings’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Freestone Capital 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
Q1 		$9.77M Sell
107,958
-365
-0.3% -$34.1K 0.3% 62
2025
Q4 		$9.69M Buy
108,323
+695
+0.6% +$61.5K 0.29% 59
2025
Q3 		$9.4M Sell
107,628
-494
-0.5% -$42K 0.29% 59
2025
Q2 		$9.03M Sell
108,122
-57,992
-35% -$4.6M 0.3% 61
2025
Q1 		$12.6M Sell
166,114
-754
-0.5% -$56.4K 0.47% 40
2024
Q4 		$11.7M Sell
166,868
-4,874
-3% -$360K 0.41% 45
2024
Q3 		$13.4M Buy
171,742
+54,053
+46% +$4.05M 0.46% 41
2024
Q2 		$8.55M Sell
117,689
-5,344
-4% -$393K 0.31% 59
2024
Q1 		$9.13M Buy
123,033
+5,718
+5% +$407K 0.34% 56
2023
Q4 		$8.25M Buy
117,315
+9,511
+9% +$627K 0.37% 55
2023
Q3 		$6.94M Buy
107,804
+1,793
+2% +$120K 0.37% 58
2023
Q2 		$7.16M Sell
106,011
-9,930
-9% -$673K 0.29% 63
2023
Q1 		$7.75M Sell
115,941
-300,283
-72% -$19.7M 0.34% 51
2022
Q4 		$25.7M Buy
416,224
+387,244
+1,336% +$22.8M 1.17% 14
2022
Q3 		$1.53M Sell
28,980
-32,976
-53% -$1.94M 0.07% 169
2022
Q2 		$3.65M Sell
61,956
-19,944
-24% -$1.28M 0.14% 101
2022
Q1 		$5.69M Buy
81,900
+54,320
+197% +$3.84M 0.23% 91
2021
Q4 		$2.06M Sell
27,580
-1,935
-7% -$145K 0.09% 182
2021
Q3 		$2.19M Hold
29,515
– – 0.11% 165
2021
Q2 		$2.21M Hold
29,515
– – 0.11% 167
2021
Q1 		$2.13M Buy
29,515
+14,880
+102% +$1.06M 0.12% 160
2020
Q4 		$1.01M Buy
14,635
+3,516
+32% +$227K 0.06% 195
2020
Q3 		$670K Hold
11,119
– – 0.04% 208
2020
Q2 		$636 Buy
+11,119
New +$603K 0.01% 223
2018
Q3 		– Sell
-6,335
Closed -$401K – 407
2018
Q2 		$401K Hold
6,335
– – ﹤0.01% 292
2018
Q1 		$417K Sell
6,335
-948
-13% -$63.7K 0.02% 285
2017
Q4 		$481K Buy
+7,283
New +$475K 0.03% 268

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

Freestone Capital Holdings's IEFA Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.34% in Q1 2026, selling an estimated $34.1K and leaving 107,958 shares worth $9.77M. The position accounts for 0.3% of the portfolio, ranked #62.

Freestone Capital Holdings first reported a position in IEFA in Q4 2017 and has held it in 27 quarters since. The position peaked at $25.7M in Q4 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Freestone Capital Holdings held 107,958 shares of iShares Core MSCI EAFE ETF worth $9.77M as of Q1 2026.
  • Freestone Capital Holdings sold 365 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $34.1K.
  • iShares Core MSCI EAFE ETF made up 0.3% of Freestone Capital Holdings's portfolio in Q1 2026, its #62 holding.
  • Freestone Capital Holdings first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 27 quarters since.
  • Freestone Capital Holdings's iShares Core MSCI EAFE ETF position peaked at $25.7M in Q4 2022.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.