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Napatree Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Napatree Capital’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
2025
Q1 		$4.79M Buy
63,320
+44,553
+237% +$3.33M 2.69% 5
2024
Q4 		$1.32M Buy
18,767
+11,326
+152% +$836K 0.77% 35
2024
Q3 		$581K Buy
+7,441
New +$557K 0.41% 79

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Napatree Capital's IEFA Position: Q1 2025 in Review

Napatree Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 237% in Q1 2025, buying an estimated $3.33M and bringing the position to 63,320 shares worth $4.79M. The position accounts for 2.69% of the portfolio, ranked #5.

Napatree Capital first reported a position in IEFA in Q3 2024 and has held it in 3 quarters since. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Napatree Capital held 63,320 shares of iShares Core MSCI EAFE ETF worth $4.79M as of Q1 2025.
  • Napatree Capital bought 44,553 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $3.33M.
  • iShares Core MSCI EAFE ETF made up 2.69% of Napatree Capital's portfolio in Q1 2025, its #5 holding.
  • Napatree Capital first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.