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NorthRock Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NorthRock 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 		$4.63M Sell
51,195
-3,947
-7% -$368K 0.07% 126
2025
Q4 		$4.93M Buy
55,142
+5,579
+11% +$493K 0.08% 120
2025
Q3 		$4.33M Buy
49,563
+2,850
+6% +$242K 0.08% 123
2025
Q2 		$3.9M Sell
46,713
-1,742
-4% -$138K 0.1% 81
2025
Q1 		$3.67M Buy
48,455
+5,990
+14% +$448K 0.12% 77
2024
Q4 		$2.98M Buy
42,465
+13,012
+44% +$960K 0.1% 92
2024
Q3 		$2.3M Sell
29,453
-382
-1% -$28.6K 0.08% 111
2024
Q2 		$2.17M Sell
29,835
-3,999
-12% -$294K 0.08% 107
2024
Q1 		$2.51M Buy
33,834
+9,182
+37% +$654K 0.1% 102
2023
Q4 		$1.73M Buy
24,652
+18,380
+293% +$1.21M 0.07% 135
2023
Q3 		$404K Buy
+6,272
New +$420K 0.04% 188
2022
Q4 		– Sell
-13,449
Closed -$708K – 347
2022
Q3 		$708K Sell
13,449
-942
-7% -$55.4K 0.08% 106
2022
Q2 		$847K Sell
14,391
-2,186
-13% -$140K 0.09% 104
2022
Q1 		$1.15M Buy
16,577
+3,267
+25% +$231K 0.1% 93
2021
Q4 		$993K Buy
13,310
+636
+5% +$47.8K 0.07% 101
2021
Q3 		$942K Sell
12,674
-7
-0.1% -$533 0.08% 97
2021
Q2 		$949K Sell
12,681
-201
-2% -$15.2K 0.08% 87
2021
Q1 		$928K Buy
12,882
+1,426
+12% +$102K 0.08% 81
2020
Q4 		$791K Buy
11,456
+154
+1% +$9.96K 0.08% 93
2020
Q3 		$681K Sell
11,302
-3,201
-22% -$193K 0.08% 98
2020
Q2 		$829K Buy
+14,503
New +$786K 0.1% 88

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NorthRock Partners's IEFA Position: Q1 2026 in Review

NorthRock Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.2% in Q1 2026, selling an estimated $368K and leaving 51,195 shares worth $4.63M. The position accounts for 0.07% of the portfolio, ranked #126.

NorthRock Partners first reported a position in IEFA in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.93M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • NorthRock Partners held 51,195 shares of iShares Core MSCI EAFE ETF worth $4.63M as of Q1 2026.
  • NorthRock Partners sold 3,947 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $368K.
  • iShares Core MSCI EAFE ETF made up 0.07% of NorthRock Partners's portfolio in Q1 2026, its #126 holding.
  • NorthRock Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 21 quarters since.
  • NorthRock Partners's iShares Core MSCI EAFE ETF position peaked at $4.93M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.