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

Pallas Capital 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
Q1 		$1.41M Sell
15,524
-1,576
-9% -$147K 0.05% 262
2025
Q4 		$1.53M Sell
17,100
-1,024
-6% -$90.5K 0.05% 272
2025
Q3 		$1.58M Sell
18,124
-919
-5% -$78.1K 0.06% 242
2025
Q2 		$1.59M Sell
19,043
-3,125
-14% -$248K 0.06% 227
2025
Q1 		$1.68M Hold
22,168
– – 0.07% 207
2024
Q4 		$1.56M Sell
22,168
-69
-0.3% -$5.09K 0.07% 170
2024
Q3 		$1.66M Buy
22,237
+20
+0.1% +$1.5K 0.07% 165
2024
Q2 		$1.65M Sell
22,217
-414
-2% -$30.5K 0.07% 163
2024
Q1 		$1.68M Buy
22,631
+2,930
+15% +$209K 0.07% 167
2023
Q4 		$1.39M Buy
19,701
+137
+0.7% +$9.03K 0.07% 172
2023
Q3 		$1.22M Sell
19,564
-468
-2% -$31.3K 0.07% 165
2023
Q2 		$1.38M Buy
20,032
+684
+4% +$46.4K 0.06% 145
2023
Q1 		$1.33M Sell
19,348
-133
-0.7% -$8.72K 0.12% 118
2022
Q4 		$1.3M Sell
19,481
-196
-1% -$11.5K 0.13% 119
2022
Q3 		$1.08M Sell
19,677
-1,668
-8% -$98.1K 0.12% 132
2022
Q2 		$1.28M Sell
21,345
-8,756
-29% -$562K 0.18% 104
2022
Q1 		$2.05M Sell
30,101
-11,785
-28% -$834K 0.26% 75
2021
Q4 		$3.02M Sell
41,886
-16,082
-28% -$1.21M 0.37% 62
2021
Q3 		$4.5M Sell
57,968
-53,944
-48% -$4.1M 0.49% 51
2021
Q2 		$8.53M Buy
111,912
+108,258
+2,963% +$8.17M 1.2% 11
2021
Q1 		$278K Buy
+3,654
New +$261K 0.06% 161

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 $424B AUM 22.94% 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

Pallas Capital Advisors's IEFA Position: Q1 2026 in Review

Pallas Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.2% in Q1 2026, selling an estimated $147K and leaving 15,524 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #262.

Pallas Capital Advisors first reported a position in IEFA in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.53M in Q2 2021. 2,402 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Pallas Capital Advisors held 15,524 shares of iShares Core MSCI EAFE ETF worth $1.41M as of Q1 2026.
  • Pallas Capital Advisors sold 1,576 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $147K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Pallas Capital Advisors's portfolio in Q1 2026, its #262 holding.
  • Pallas Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $8.53M in Q2 2021.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.