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 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

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

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

Parcion Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 74% in Q1 2026, buying an estimated $69.8M and bringing the position to 1,763,387 shares worth $160M. The position accounts for 9.9% of the portfolio, ranked #1.

Parcion Private Wealth first reported a position in IEFA in Q4 2019 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Parcion Private Wealth held 1,763,387 shares of iShares Core MSCI EAFE ETF worth $160M as of Q1 2026.
Parcion Private Wealth bought 747,777 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $69.8M.
iShares Core MSCI EAFE ETF made up 9.9% of Parcion Private Wealth's portfolio in Q1 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 14 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.