MPWT
IEFA icon

MassMutual Private Wealth & Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$39.1M Buy
405,071
+26,331
+7% +$2.53M 1.01% 26
2026
Q1 		$34.3M Buy
378,740
+9,432
+3% +$880K 0.93% 27
2025
Q4 		$33M Sell
369,308
-1,039
-0.3% -$91.9K 0.85% 31
2025
Q3 		$32.3M Buy
370,347
+751
+0.2% +$63.8K 0.82% 32
2025
Q2 		$30.9M Buy
369,596
+16,835
+5% +$1.34M 0.82% 31
2025
Q1 		$26.7M Buy
352,761
+23,125
+7% +$1.73M 0.77% 36
2024
Q4 		$23.2M Buy
329,636
+56,650
+21% +$4.18M 0.65% 42
2024
Q3 		$21.3M Buy
272,986
+13,694
+5% +$1.03M 0.61% 48
2024
Q2 		$18.8M Buy
259,292
+16,918
+7% +$1.24M 0.57% 47
2024
Q1 		$18M Buy
242,374
+6,265
+3% +$446K 0.56% 54
2023
Q4 		$16.6M Buy
236,109
+1,783
+0.8% +$118K 0.56% 51
2023
Q3 		$15.1M Buy
234,326
+30,317
+15% +$2.03M 0.56% 50
2023
Q2 		$13.8M Buy
204,009
+20,997
+11% +$1.42M 0.5% 54
2023
Q1 		$12.2M Buy
183,012
+63,213
+53% +$4.14M 0.47% 56
2022
Q4 		$7.38M Sell
119,799
-8,112
-6% -$477K 0.3% 90
2022
Q3 		$6.74M Buy
127,911
+3,272
+3% +$192K 0.31% 93
2022
Q2 		$7.33M Buy
124,639
+9,922
+9% +$637K 0.32% 87
2022
Q1 		$7.97M Buy
114,717
+19,332
+20% +$1.37M 0.3% 92
2021
Q4 		$7.12M Buy
95,385
+10,627
+13% +$799K 0.26% 99
2021
Q3 		$6.29M Buy
84,758
+13,702
+19% +$1.04M 0.26% 100
2021
Q2 		$5.32M Buy
71,056
+8,925
+14% +$674K 0.23% 113
2021
Q1 		$4.48M Buy
62,131
+12,894
+26% +$921K 0.21% 118
2020
Q4 		$3.4M Buy
49,237
+10,443
+27% +$675K 0.17% 132
2020
Q3 		$2.34M Buy
38,794
+11,988
+45% +$723K 0.14% 142
2020
Q2 		$1.53M Buy
26,806
+7,600
+40% +$412K 0.1% 170
2020
Q1 		$958K Sell
19,206
-6,033
-24% -$359K 0.08% 182
2019
Q4 		$1.65M Buy
25,239
+432
+2% +$27.4K 0.1% 173
2019
Q3 		$1.51M Buy
24,807
+965
+4% +$58.2K 0.1% 175
2019
Q2 		$1.46M Sell
23,842
-4,519
-16% -$277K 0.1% 171
2019
Q1 		$1.72M Buy
28,361
+13,921
+96% +$822K 0.12% 158
2018
Q4 		$794K Buy
14,440
+8,591
+147% +$504K 0.07% 196
2018
Q3 		$375K Buy
5,849
+1,644
+39% +$105K 0.03% 292
2018
Q2 		$266K Buy
+4,205
New +$278K 0.02% 314

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's IEFA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q2 2026, buying an estimated $2.53M and bringing the position to 405,071 shares worth $39.1M. The position accounts for 1.01% of the portfolio, ranked #26.

MassMutual Private Wealth & Trust first reported a position in IEFA in Q2 2018 and has held it in 33 quarters since. 1,276 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 405,071 shares of iShares Core MSCI EAFE ETF worth $39.1M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 26,331 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.53M.
  • iShares Core MSCI EAFE ETF made up 1.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #26 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 33 quarters since.
  • 1,276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.