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Pacific Capital Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pacific Capital Wealth Advisors’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 		$50.1M Buy
518,409
+18,995
+4% +$1.82M 7.55% 4
2026
Q1 		$45.2M Buy
499,414
+12,926
+3% +$1.21M 7.59% 4
2025
Q4 		$43.5M Buy
486,488
+4,193
+0.9% +$371K 7.46% 4
2025
Q3 		$42.1M Buy
482,295
+3,281
+0.7% +$279K 7.29% 3
2025
Q2 		$39.6M Sell
479,014
-94,559
-16% -$7.5M 7.26% 3
2025
Q1 		$43.4M Sell
573,573
-49,906
-8% -$3.73M 7.5% 3
2024
Q4 		$43.8M Sell
623,479
-19
-0% -$1.4K 7.32% 3
2024
Q3 		$48.7M Sell
623,498
-13,138
-2% -$983K 8.18% 3
2024
Q2 		$46.2M Buy
636,636
+141,687
+29% +$10.4M 8.44% 3
2024
Q1 		$36.7M Sell
494,949
-1,008
-0.2% -$71.8K 8.65% 3
2023
Q4 		$34.9M Buy
495,957
+20,226
+4% +$1.33M 8.85% 3
2023
Q3 		$30.6M Sell
475,731
-14,039
-3% -$940K 8.58% 3
2023
Q2 		$33.1M Buy
489,770
+3,345
+0.7% +$227K 8.38% 2
2023
Q1 		$32.5M Sell
486,425
-9,768
-2% -$640K 8.37% 2
2022
Q4 		$30.6M Sell
496,193
-2,111
-0.4% -$124K 7.91% 2
2022
Q3 		$26.2M Buy
498,304
+43,193
+9% +$2.54M 7.15% 3
2022
Q2 		$26.8M Buy
455,111
+93,285
+26% +$5.98M 7.42% 2
2022
Q1 		$25.2M Buy
361,826
+17,138
+5% +$1.21M 7.19% 3
2021
Q4 		$25.7M Buy
344,688
+24,305
+8% +$1.83M 7.41% 3
2021
Q3 		$23.8M Buy
320,383
+119,937
+60% +$9.12M 7.55% 2
2021
Q2 		$15M Buy
200,446
+9,195
+5% +$694K 7.55% 2
2021
Q1 		$13.8M Buy
191,251
+11,903
+7% +$851K 7.67% 2
2020
Q4 		$12.4M Buy
179,348
+2,453
+1% +$159K 7.04% 2
2020
Q3 		$10.7M Buy
176,895
+4,145
+2% +$250K 6.34% 2
2020
Q2 		$9.87M Buy
172,750
+17,450
+11% +$946K 6.7% 3
2020
Q1 		$7.75M Buy
155,300
+21,981
+16% +$1.31M 5.86% 4
2019
Q4 		$8.7M Buy
+133,319
New +$8.46M 5.8% 5

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

Pacific Capital Wealth Advisors's IEFA Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, buying an estimated $1.82M and bringing the position to 518,409 shares worth $50.1M. The position accounts for 7.55% of the portfolio, ranked #4.

Pacific Capital Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Pacific Capital Wealth Advisors held 518,409 shares of iShares Core MSCI EAFE ETF worth $50.1M as of Q2 2026.
  • Pacific Capital Wealth Advisors bought 18,995 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.82M.
  • iShares Core MSCI EAFE ETF made up 7.55% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Pacific Capital Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.