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IEFA icon

&Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

&Partners’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 		$299M Buy
3,304,688
+168,924
+5% +$15.8M 1.48% 8
2025
Q4 		$280M Buy
3,135,764
+162,426
+5% +$14.4M 1.47% 10
2025
Q3 		$259M Buy
2,973,338
+231,335
+8% +$19.7M 1.66% 8
2025
Q2 		$229M Buy
2,742,003
+368,450
+16% +$29.2M 1.76% 7
2025
Q1 		$182M Buy
2,373,553
+455,254
+24% +$34M 1.93% 6
2024
Q4 		$135M Buy
1,918,299
+690,334
+56% +$50.9M 1.62% 7
2024
Q3 		$96.1M Buy
1,227,965
+861,677
+235% +$64.5M 1.85% 6
2024
Q2 		$26.8M Buy
366,288
+310,550
+557% +$22.9M 1.17% 10
2024
Q1 		$4.31M Buy
55,738
+40,734
+271% +$2.9M 0.59% 31
2023
Q4 		$1.02M Buy
+15,004
New +$989K 0.25% 95

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's IEFA Position: Q1 2026 in Review

&Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q1 2026, buying an estimated $15.8M and bringing the position to 3,304,688 shares worth $299M. The position accounts for 1.48% of the portfolio, ranked #8.

&Partners first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • &Partners held 3,304,688 shares of iShares Core MSCI EAFE ETF worth $299M as of Q1 2026.
  • &Partners bought 168,924 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $15.8M.
  • iShares Core MSCI EAFE ETF made up 1.48% of &Partners's portfolio in Q1 2026, its #8 holding.
  • &Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.