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

Paragon Private Wealth Management’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
2025
Q3 		– Sell
-10,883
Closed -$909K – 217
2025
Q2 		$909K Buy
10,883
+2,388
+28% +$190K 0.36% 82
2025
Q1 		$643K Buy
8,495
+3,118
+58% +$233K 0.3% 96
2024
Q4 		$378K Buy
+5,377
New +$397K 0.17% 125

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Paragon Private Wealth Management's IEFA Position: Q3 2025 in Review

Paragon Private Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 10,883 shares — an estimated $909K sold.

Paragon Private Wealth Management first reported a position in IEFA in Q4 2024 and held it in 3 quarters. The position peaked at $909K in Q2 2025. 2,135 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Paragon Private Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Paragon Private Wealth Management sold 10,883 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $909K.
  • Paragon Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Paragon Private Wealth Management's iShares Core MSCI EAFE ETF position peaked at $909K in Q2 2025.
  • 2,135 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Paragon Private Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.