PACK Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PACK Private Wealth’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	$3.96M	Hold	43,743	–	–	1.82%	9
2025 Q4	$3.91M	Hold	43,743	–	–	1.78%	10
2025 Q3	$3.82M	Hold	43,743	–	–	1.8%	10
2025 Q2	$3.65M	Sell	43,743 -5,856	-12%	-$465K	1.93%	10
2025 Q1	$3.75M	Sell	49,599 -4,133	-8%	-$309K	2.23%	10
2024 Q4	$3.78M	Hold	53,732	–	–	2.22%	10
2024 Q3	$4.19M	Buy	53,732 +113	+0.2%	+$8.46K	2.38%	10
2024 Q2	$3.89M	Buy	53,619 +231	+0.4%	+$17K	2.42%	10
2024 Q1	$3.96M	Buy	53,388 +101	+0.2%	+$7.19K	2.49%	9
2023 Q4	$3.75M	Buy	53,287 +23,480	+79%	+$1.55M	2.53%	11
2023 Q3	$1.89M	Buy	29,807 +150	+0.5%	+$10K	1.41%	12
2023 Q2	$2M	Buy	29,657 +38	+0.1%	+$2.58K	1.5%	12
2023 Q1	$1.98M	Sell	29,619 -615	-2%	-$40.3K	1.57%	12
2022 Q4	$1.86M	Buy	30,234 +14,613	+94%	+$860K	1.6%	12
2022 Q3	$823K	Hold	15,621	–	–	0.77%	14
2022 Q2	$919K	Hold	15,621	–	–	0.84%	14
2022 Q1	$1.09M	Hold	15,621	–	–	0.9%	13
2021 Q4	$1.17M	Buy	+15,621	New	+$1.17M	0.93%	14

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

PACK Private Wealth's IEFA Position: Q1 2026 in Review

PACK Private Wealth held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 43,743 shares worth $3.96M. The position accounts for 1.82% of the portfolio, ranked #9.

PACK Private Wealth first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.19M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

PACK Private Wealth held 43,743 shares of iShares Core MSCI EAFE ETF worth $3.96M as of Q1 2026.
PACK Private Wealth left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 1.82% of PACK Private Wealth's portfolio in Q1 2026, its #9 holding.
PACK Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's iShares Core MSCI EAFE ETF position peaked at $4.19M in Q3 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.