Kovitz Investment Group Partners
IEFA icon

Kovitz Investment Group Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kovitz Investment Group Partners’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 		$2.26M Buy
24,987
+12,945
+107% +$1.21M 0.05% 210
2025
Q4 		$1.08M Sell
12,042
-763,306
-98% -$67.5M 0.02% 313
2025
Q3 		$67.7M Sell
775,348
-39,325
-5% -$3.34M 0.26% 82
2025
Q2 		$68M Buy
814,673
+15,799
+2% +$1.25M 0.29% 78
2025
Q1 		$60.4M Sell
798,874
-118,833
-13% -$8.89M 0.3% 79
2024
Q4 		$64.5M Buy
917,707
+82,171
+10% +$6.06M 0.32% 78
2024
Q3 		$62M Buy
835,536
+784,277
+1,530% +$58.7M 0.44% 56
2024
Q2 		$3.72M Buy
51,259
+40,707
+386% +$3M 0.03% 334
2024
Q1 		$783K Buy
+10,552
New +$751K 0.01% 446
2022
Q1 		– Sell
-9,529
Closed -$658K – 441
2021
Q4 		$658K Sell
9,529
-1,409
-13% -$106K 0.02% 321
2021
Q3 		$812K Buy
10,938
+504
+5% +$38.3K 0.02% 316
2021
Q2 		$781K Sell
10,434
-615
-6% -$46.4K 0.02% 327
2021
Q1 		$796K Buy
11,049
+1,521
+16% +$109K 0.02% 301
2020
Q4 		$658K Sell
9,528
-43
-0.4% -$2.78K 0.02% 316
2020
Q3 		$577K Sell
9,571
-815
-8% -$49.2K 0.02% 311
2020
Q2 		$594K Sell
10,386
-128
-1% -$6.94K 0.02% 295
2020
Q1 		$525K Sell
10,514
-529
-5% -$31.5K 0.02% 291
2019
Q4 		$720K Buy
11,043
+814
+8% +$51.6K 0.02% 297
2019
Q3 		$625K Buy
+10,229
New +$617K 0.02% 305

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 $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 $324B AUM 22.36% 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 $162B AUM 16.35% 1-Year Est. Return

Kovitz Investment Group Partners's IEFA Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 107% in Q1 2026, buying an estimated $1.21M and bringing the position to 24,987 shares worth $2.26M. The position accounts for 0.05% of the portfolio, ranked #210.

Kovitz Investment Group Partners first reported a position in IEFA in Q3 2019 and has held it in 19 quarters since. The position peaked at $68M in Q2 2025. 2,405 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Kovitz Investment Group Partners held 24,987 shares of iShares Core MSCI EAFE ETF worth $2.26M as of Q1 2026.
  • Kovitz Investment Group Partners bought 12,945 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.21M.
  • iShares Core MSCI EAFE ETF made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #210 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 19 quarters since.
  • Kovitz Investment Group Partners's iShares Core MSCI EAFE ETF position peaked at $68M in Q2 2025.
  • 2,405 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.