PEGL
IEFA icon

P/E Global LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

P/E Global LLC’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 		$16.3M Buy
168,838
+3,431
+2% +$330K 1.05% 7
2026
Q1 		$15M Buy
+165,407
New +$15.4M 1.18% 6

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

P/E Global LLC's IEFA Position: Q2 2026 in Review

P/E Global LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q2 2026, buying an estimated $330K and bringing the position to 168,838 shares worth $16.3M. The position accounts for 1.05% of the portfolio, ranked #7.

P/E Global LLC first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • P/E Global LLC held 168,838 shares of iShares Core MSCI EAFE ETF worth $16.3M as of Q2 2026.
  • P/E Global LLC bought 3,431 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $330K.
  • iShares Core MSCI EAFE ETF made up 1.05% of P/E Global LLC's portfolio in Q2 2026, its #7 holding.
  • P/E Global LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on P/E Global LLC's 13F filing for Q2 2026, filed 23 Jul 2026.