Manhattan West Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Manhattan West 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 Q1	$17M	Buy	187,413 +5,743	+3%	+$536K	3.32%	7
2025 Q4	$16.3M	Buy	181,670 +147,709	+435%	+$13.1M	3.33%	8
2025 Q3	$2.97M	Buy	33,961 +1,438	+4%	+$122K	0.63%	46
2025 Q2	$2.72M	Buy	32,523 +3,974	+14%	+$315K	0.63%	48
2025 Q1	$2.16M	Buy	28,549 +1,489	+6%	+$111K	0.55%	53
2024 Q4	$1.9M	Sell	27,060 -15,865	-37%	-$1.17M	0.51%	58
2024 Q3	$3.35M	Buy	42,925 +3,906	+10%	+$292K	0.87%	35
2024 Q2	$2.83M	Sell	39,019 -352	-0.9%	-$25.9K	0.77%	40
2024 Q1	$2.92M	Sell	39,371 -26,808	-41%	-$1.91M	0.7%	50
2023 Q4	$4.66M	Sell	66,179 -166,150	-72%	-$11M	1.31%	21
2023 Q3	$14.4M	Buy	232,329 +46,933	+25%	+$3.14M	4.44%	2
2023 Q2	$12.5M	Buy	185,396 +61,835	+50%	+$4.19M	4.67%	5
2023 Q1	$8.26M	Buy	123,561 +14,447	+13%	+$947K	3.59%	5
2022 Q4	$6.73M	Buy	109,114 +1	+0%	+$59	3.43%	6
2022 Q3	$5.75M	Buy	109,113 +27,542	+34%	+$1.62M	3.56%	8
2022 Q2	$4.8M	Sell	81,571 -23,847	-23%	-$1.53M	2.9%	7
2022 Q1	$7.33M	Sell	105,418 -41,204	-28%	-$2.91M	3.96%	5
2021 Q4	$10.9M	Buy	+146,622	New	+$11M	6.56%	4

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

Manhattan West Asset Management's IEFA Position: Q1 2026 in Review

Manhattan West Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q1 2026, buying an estimated $536K and bringing the position to 187,413 shares worth $17M. The position accounts for 3.32% of the portfolio, ranked #7.

Manhattan West Asset Management first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Manhattan West Asset Management held 187,413 shares of iShares Core MSCI EAFE ETF worth $17M as of Q1 2026.
Manhattan West Asset Management bought 5,743 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $536K.
iShares Core MSCI EAFE ETF made up 3.32% of Manhattan West Asset Management's portfolio in Q1 2026, its #7 holding.
Manhattan West Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.