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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
Q2 		$93.3M Buy
966,288
+46,425
+5% +$4.46M 3.29% 10
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 Sell
492,165
-462,125
-48% -$33M 1.56% 18
2020
Q4 		$65.9M Buy
954,290
+302,497
+46% +$19.6M 1.88% 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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Partners Capital Investment Group's IEFA Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5% in Q2 2026, buying an estimated $4.46M and bringing the position to 966,288 shares worth $93.3M. The position accounts for 3.29% of the portfolio, ranked #10.

Partners Capital Investment Group first reported a position in IEFA in Q3 2019 and has held it in 28 quarters since. The position peaked at $118M in Q1 2020. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Partners Capital Investment Group held 966,288 shares of iShares Core MSCI EAFE ETF worth $93.3M as of Q2 2026.
  • Partners Capital Investment Group bought 46,425 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.46M.
  • iShares Core MSCI EAFE ETF made up 3.29% of Partners Capital Investment Group's portfolio in Q2 2026, its #10 holding.
  • Partners Capital Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
  • Partners Capital Investment Group's iShares Core MSCI EAFE ETF position peaked at $118M in Q1 2020.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.