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

MA 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	$1.86M	Buy	20,575 +1,527	+8%	+$143K	0.32%	40
2025 Q4	$1.7M	Buy	19,048 +1,457	+8%	+$129K	0.28%	38
2025 Q3	$1.54M	Buy	17,591 +202	+1%	+$17.2K	0.26%	39
2025 Q2	$1.45M	Buy	17,389 +468	+3%	+$37.1K	0.26%	38
2025 Q1	$1.28M	Sell	16,921 -67	-0.4%	-$5.01K	0.24%	38
2024 Q4	$1.19M	Buy	16,988 +429	+3%	+$31.6K	0.22%	37
2024 Q3	$1.29M	Sell	16,559 -33,741	-67%	-$2.53M	0.24%	36
2024 Q2	$3.65M	Sell	50,300 -3,118	-6%	-$229K	0.72%	23
2024 Q1	$3.96M	Sell	53,418 -40,602	-43%	-$2.89M	0.8%	24
2023 Q4	$6.61M	Sell	94,020 -47,788	-34%	-$3.15M	1.41%	17
2023 Q3	$9.13M	Sell	141,808 -348,550	-71%	-$23.3M	2.16%	12
2023 Q2	$33.1M	Buy	490,358 +9,961	+2%	+$676K	7.68%	3
2023 Q1	$32.1M	Buy	480,397 +30,122	+7%	+$1.97M	7.81%	3
2022 Q4	$27.8M	Buy	450,275 +22,752	+5%	+$1.34M	6.69%	3
2022 Q3	$23.3M	Buy	427,523 +6,714	+2%	+$395K	5.78%	3
2022 Q2	$24.3M	Sell	420,809 -88,818	-17%	-$5.7M	5.92%	3
2022 Q1	$35.4M	Sell	509,627 -200,801	-28%	-$14.2M	6.46%	3
2021 Q4	$53M	Buy	710,428 +95,032	+15%	+$7.14M	9.52%	2
2021 Q3	$45.7M	Buy	615,396 +299,641	+95%	+$22.8M	8.97%	2
2021 Q2	$23.6M	Buy	315,755 +12,903	+4%	+$974K	4.7%	5
2021 Q1	$21.8M	Buy	302,852 +27,287	+10%	+$1.95M	4.55%	5
2020 Q4	$19M	Sell	275,565 -105,328	-28%	-$6.81M	4.35%	4
2020 Q3	$23M	Buy	380,893 +3,149	+0.8%	+$190K	5.42%	3
2020 Q2	$21.6M	Buy	377,744 +220,922	+141%	+$12M	5.4%	3
2020 Q1	$7.82M	Buy	156,822 +4,994	+3%	+$297K	2.3%	14
2019 Q4	$9.9M	Buy	151,828 +34,390	+29%	+$2.18M	3.04%	11
2019 Q3	$7.17M	Buy	117,438 +15,470	+15%	+$934K	2.02%	14
2019 Q2	$6.26M	Buy	101,968 +11,334	+13%	+$694K	1.82%	16
2019 Q1	$5.51M	Buy	90,634 +8,947	+11%	+$528K	1.75%	15
2018 Q4	$4.49M	Buy	+81,687	New	+$4.79M	1.7%	15

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

MA Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q1 2026, buying an estimated $143K and bringing the position to 20,575 shares worth $1.86M. The position accounts for 0.32% of the portfolio, ranked #40.

MA Private Wealth first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $53M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

MA Private Wealth held 20,575 shares of iShares Core MSCI EAFE ETF worth $1.86M as of Q1 2026.
MA Private Wealth bought 1,527 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $143K.
iShares Core MSCI EAFE ETF made up 0.32% of MA Private Wealth's portfolio in Q1 2026, its #40 holding.
MA Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
MA Private Wealth's iShares Core MSCI EAFE ETF position peaked at $53M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.