Parcion Private Wealth
IEFA icon

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

Parcion 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
Q3 		$130M Buy
1,346,698
+13,042
+1% +$1.29M 7.06% 1
2026
Q2 		$129M Sell
1,333,656
-429,731
-24% -$41.3M 7.15% 1
2026
Q1 		$160M Buy
1,763,387
+747,777
+74% +$69.8M 9.9% 1
2025
Q4 		$90.9M Buy
1,015,610
+10,845
+1% +$959K 5.53% 3
2025
Q3 		$87.7M Buy
1,004,765
+441,490
+78% +$37.5M 5.47% 3
2025
Q2 		$47M Buy
563,275
+12,067
+2% +$958K 3.36% 7
2025
Q1 		$41.7M Buy
+551,208
New +$41.2M 3.4% 4
2023
Q1 		– Sell
-6,752
Closed -$416K – 188
2022
Q4 		$416K Buy
6,752
+937
+16% +$55.1K 0.05% 141
2022
Q3 		$306K Sell
5,815
-14
-0.2% -$823 0.03% 174
2022
Q2 		$349K Buy
+5,829
New +$374K 0.03% 179
2021
Q2 		– Sell
-4,198
Closed -$302K – 198
2021
Q1 		$302K Buy
4,198
+93
+2% +$6.65K 0.03% 167
2020
Q4 		$284K Hold
4,105
– – 0.04% 159
2020
Q3 		$249K Sell
4,105
-6,007
-59% -$362K 0.04% 162
2020
Q2 		$597K Sell
10,112
-116,394
-92% -$6.31M 0.1% 113
2020
Q1 		$6.31M Sell
126,506
-587,899
-82% -$35M 1.74% 11
2019
Q4 		$46.6M Buy
+714,405
New +$45.3M 10.18% 1

Other funds holding IEFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Parcion Private Wealth's IEFA Position: Q3 2026 in Review

Parcion Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.98% in Q3 2026, buying an estimated $1.29M and bringing the position to 1,346,698 shares worth $130M. The position accounts for 7.06% of the portfolio, ranked #1.

Parcion Private Wealth first reported a position in IEFA in Q4 2019 and has held it in 16 quarters since. The position peaked at $160M in Q1 2026. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Parcion Private Wealth held 1,346,698 shares of iShares Core MSCI EAFE ETF worth $130M as of Q3 2026.
  • Parcion Private Wealth bought 13,042 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.29M.
  • iShares Core MSCI EAFE ETF made up 7.06% of Parcion Private Wealth's portfolio in Q3 2026, its #1 holding.
  • Parcion Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 16 quarters since.
  • Parcion Private Wealth's iShares Core MSCI EAFE ETF position peaked at $160M in Q1 2026.
  • 1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.