NorthStar Asset Management (New Jersey)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NorthStar Asset Management (New Jersey)’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	$1.17M	Sell	12,890 -248	-2%	-$23.1K	0.56%	34
2025 Q4	$1.18M	Buy	13,138 +468	+4%	+$41.4K	0.53%	37
2025 Q3	$1.11M	Hold	12,670	–	–	0.53%	37
2025 Q2	$1.06M	Buy	12,670 +891	+8%	+$70.7K	0.56%	33
2025 Q1	$891K	Sell	11,779 -711	-6%	-$53.2K	0.56%	33
2024 Q4	$878K	Buy	12,490 +181	+1%	+$13.4K	0.56%	33
2024 Q3	$961K	Sell	12,309 -14	-0.1%	-$1.05K	0.64%	31
2024 Q2	$895K	Sell	12,323 -194	-2%	-$14.3K	0.62%	31
2024 Q1	$929K	Sell	12,517 -2	-0%	-$142	0.7%	30
2023 Q4	$881K	Buy	+12,519	New	+$825K	0.8%	28

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

NorthStar Asset Management (New Jersey)'s IEFA Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, selling an estimated $23.1K and leaving 12,890 shares worth $1.17M. The position accounts for 0.56% of the portfolio, ranked #34.

NorthStar Asset Management (New Jersey) first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

NorthStar Asset Management (New Jersey) held 12,890 shares of iShares Core MSCI EAFE ETF worth $1.17M as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 248 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $23.1K.
iShares Core MSCI EAFE ETF made up 0.56% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #34 holding.
NorthStar Asset Management (New Jersey) first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
NorthStar Asset Management (New Jersey)'s iShares Core MSCI EAFE ETF position peaked at $1.18M in Q4 2025.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.