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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Parcion Private Wealth's IEFA Position: Q2 2026 in Review

Parcion Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 24% in Q2 2026, selling an estimated $41.3M and leaving 1,333,656 shares worth $129M. The position accounts for 7.15% of the portfolio, ranked #1.

Parcion Private Wealth first reported a position in IEFA in Q4 2019 and has held it in 15 quarters since. The position peaked at $160M in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Parcion Private Wealth held 1,333,656 shares of iShares Core MSCI EAFE ETF worth $129M as of Q2 2026.
Parcion Private Wealth sold 429,731 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $41.3M.
iShares Core MSCI EAFE ETF made up 7.15% of Parcion Private Wealth's portfolio in Q2 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 15 quarters since.
Parcion Private Wealth's iShares Core MSCI EAFE ETF position peaked at $160M in Q1 2026.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.