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Partners Capital Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Partners Capital Investment Group’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 		$83.3M Buy
919,863
+159,214
+21% +$14.9M 3.14% 8
2025
Q4 		$68M Buy
760,649
+62,003
+9% +$5.48M 2.54% 12
2025
Q3 		$61M Sell
698,646
-153,364
-18% -$13M 2.42% 12
2025
Q2 		$71.1M Buy
852,010
+507,563
+147% +$40.3M 2.85% 11
2025
Q1 		$26.1M Buy
344,447
+151,789
+79% +$11.4M 0.44% 36
2024
Q4 		$13.5M Sell
192,658
-28,353
-13% -$2.09M 0.37% 37
2024
Q3 		$17.2M Sell
221,011
-13,458
-6% -$1.01M 0.28% 45
2024
Q2 		$17M Buy
234,469
+65,335
+39% +$4.81M 0.29% 43
2024
Q1 		$12.6M Sell
169,134
-90,816
-35% -$6.46M 0.34% 43
2023
Q4 		$18.3M Sell
259,950
-42,916
-14% -$2.83M 0.4% 36
2023
Q3 		$19.5M Buy
302,866
+36,343
+14% +$2.43M 0.47% 34
2023
Q2 		$18M Buy
266,523
+115,556
+77% +$7.84M 0.39% 41
2023
Q1 		$10.1M Sell
150,967
-53,743
-26% -$3.52M 0.43% 49
2022
Q4 		$12.6M Sell
204,710
-49,822
-20% -$2.93M 0.61% 42
2022
Q3 		$13.4M Buy
254,532
+19,561
+8% +$1.15M 0.79% 34
2022
Q2 		$13.8M Sell
234,971
-12,508
-5% -$802K 0.93% 35
2022
Q1 		$17.2M Buy
247,479
+20,006
+9% +$1.42M 0.85% 44
2021
Q4 		$17M Sell
227,473
-196,919
-46% -$14.8M 0.79% 48
2021
Q3 		$31.5M Buy
424,392
+205,360
+94% +$15.6M 1.44% 21
2021
Q2 		$16.4M Sell
219,032
-273,133
-55% -$20.6M 0.73% 49
2021
Q1 		$35.5M Buy
492,165
+15,020
+3% +$1.07M 1.56% 18
2020
Q4 		$33M Sell
477,145
-174,648
-27% -$11.3M 1.89% 17
2020
Q3 		$39.3M Sell
651,793
-1,159,309
-64% -$69.9M 2.42% 12
2020
Q2 		$104M Sell
1,811,102
-559,005
-24% -$30.3M 5.1% 3
2020
Q1 		$118M Buy
2,370,107
+2,315,639
+4,251% +$138M 8.08% 2
2019
Q4 		$3.55M Buy
54,468
+728
+1% +$46.2K 0.27% 62
2019
Q3 		$3.28M Buy
+53,740
New +$3.24M 0.29% 57

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 $374B AUM 17.66% 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

Partners Capital Investment Group's IEFA Position: Q1 2026 in Review

Partners Capital Investment Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q1 2026, buying an estimated $14.9M and bringing the position to 919,863 shares worth $83.3M. The position accounts for 3.14% of the portfolio, ranked #8.

Partners Capital Investment Group first reported a position in IEFA in Q3 2019 and has held it in 27 quarters since. The position peaked at $118M in Q1 2020. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Partners Capital Investment Group held 919,863 shares of iShares Core MSCI EAFE ETF worth $83.3M as of Q1 2026.
  • Partners Capital Investment Group bought 159,214 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.9M.
  • iShares Core MSCI EAFE ETF made up 3.14% of Partners Capital Investment Group's portfolio in Q1 2026, its #8 holding.
  • Partners Capital Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
  • Partners Capital Investment Group's iShares Core MSCI EAFE ETF position peaked at $118M in Q1 2020.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.