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Inlet Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Inlet Private Wealth’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 		$515K Sell
5,684
-150
-3% -$14K 0.13% 101
2025
Q4 		$522K Hold
5,834
– – 0.12% 102
2025
Q3 		$509K Buy
5,834
+569
+11% +$48.3K 0.12% 105
2025
Q2 		$440K Sell
5,265
-388
-7% -$30.8K 0.11% 107
2025
Q1 		$428K Buy
5,653
+409
+8% +$30.6K 0.11% 103
2024
Q4 		$369K Sell
5,244
-100
-2% -$7.38K 0.1% 105
2024
Q3 		$417K Sell
5,344
-575
-10% -$43K 0.11% 106
2024
Q2 		$430K Buy
5,919
+666
+13% +$49K 0.12% 100
2024
Q1 		$390K Hold
5,253
– – 0.11% 101
2023
Q4 		$370K Sell
5,253
-187
-3% -$12.3K 0.11% 100
2023
Q3 		$350K Buy
5,440
+340
+7% +$22.8K 0.12% 100
2023
Q2 		$344K Sell
5,100
-900
-15% -$61K 0.09% 107
2023
Q1 		$401K Hold
6,000
– – 0.1% 106
2022
Q4 		$370K Hold
6,000
– – 0.1% 106
2022
Q3 		$316K Hold
6,000
– – 0.09% 108
2022
Q2 		$353K Hold
6,000
– – 0.1% 108
2022
Q1 		$417K Hold
6,000
– – 0.1% 110
2021
Q4 		$448K Hold
6,000
– – 0.11% 109
2021
Q3 		$446K Hold
6,000
– – 0.12% 109
2021
Q2 		$449K Hold
6,000
– – 0.12% 106
2021
Q1 		$432K Hold
6,000
– – 0.12% 102
2020
Q4 		$415K Hold
6,000
– – 0.14% 101
2020
Q3 		$362K Hold
6,000
– – 0.14% 102
2020
Q2 		$343K Hold
6,000
– – 0.14% 100
2020
Q1 		$299K Sell
6,000
-300
-5% -$17.9K 0.14% 108
2019
Q4 		$411K Buy
6,300
+50
+0.8% +$3.17K 0.14% 109
2019
Q3 		$382K Sell
6,250
-734
-11% -$44.3K 0.14% 104
2019
Q2 		$430K Sell
6,984
-448
-6% -$27.4K 0.15% 107
2019
Q1 		$452K Buy
+7,432
New +$439K 0.18% 103

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

Inlet Private Wealth's IEFA Position: Q1 2026 in Review

Inlet Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q1 2026, selling an estimated $14K and leaving 5,684 shares worth $515K. The position accounts for 0.13% of the portfolio, ranked #101.

Inlet Private Wealth first reported a position in IEFA in Q1 2019 and has held it in 29 quarters since. The position peaked at $522K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Inlet Private Wealth held 5,684 shares of iShares Core MSCI EAFE ETF worth $515K as of Q1 2026.
  • Inlet Private Wealth sold 150 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Inlet Private Wealth's portfolio in Q1 2026, its #101 holding.
  • Inlet Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
  • Inlet Private Wealth's iShares Core MSCI EAFE ETF position peaked at $522K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.