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Patriot Financial Group Insurance Agency’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Patriot Financial Group Insurance Agency’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 		$905K Sell
9,370
-9,408
-50% -$904K 0.09% 243
2026
Q1 		$1.7M Buy
18,778
+9,946
+113% +$928K 0.1% 230
2025
Q4 		$790K Sell
8,832
-263
-3% -$23.3K 0.09% 232
2025
Q3 		$794K Sell
9,095
-20,929
-70% -$1.78M 0.1% 225
2025
Q2 		$2.51M Buy
30,024
+1,521
+5% +$121K 0.29% 89
2025
Q1 		$2.16M Sell
28,503
-5,731
-17% -$429K 0.29% 84
2024
Q4 		$2.41M Sell
34,234
-1,053
-3% -$77.7K 0.32% 69
2024
Q3 		$2.75M Buy
35,287
+907
+3% +$67.9K 0.37% 60
2024
Q2 		$2.5M Buy
34,380
+47
+0.1% +$3.46K 0.37% 57
2024
Q1 		$2.55M Buy
34,333
+26,416
+334% +$1.88M 0.41% 53
2023
Q4 		$557K Sell
7,917
-3,754
-32% -$247K 0.11% 228
2023
Q3 		$751K Sell
11,671
-4,094
-26% -$274K 0.16% 165
2023
Q2 		$1.06M Buy
15,765
+189
+1% +$12.8K 0.2% 119
2023
Q1 		$1.04M Buy
15,576
+4,451
+40% +$292K 0.21% 113
2022
Q4 		$686K Sell
11,125
-34,314
-76% -$2.02M 0.09% 156
2022
Q3 		$2.39M Sell
45,439
-916
-2% -$53.9K 0.58% 36
2022
Q2 		$2.73M Buy
46,355
+2,294
+5% +$147K 0.55% 35
2022
Q1 		$3.06M Buy
44,061
+4,603
+12% +$326K 0.55% 31
2021
Q4 		$2.94M Buy
39,458
+3,580
+10% +$269K 0.49% 30
2021
Q3 		$2.66M Buy
35,878
+2,864
+9% +$218K 0.47% 32
2021
Q2 		$2.47M Buy
33,014
+16,788
+103% +$1.27M 0.45% 35
2021
Q1 		$1.17M Sell
16,226
-4,927
-23% -$352K 0.27% 87
2020
Q4 		$1.46M Sell
21,153
-262
-1% -$16.9K 0.37% 49
2020
Q3 		$1.29M Sell
21,415
-322
-1% -$19.4K 0.42% 45
2020
Q2 		$1.24M Sell
21,737
-2,321
-10% -$126K 0.48% 40
2020
Q1 		$1.2M Buy
24,058
+2,280
+10% +$136K 0.55% 32
2019
Q4 		$1.42M Buy
21,778
+160
+0.7% +$10.1K 0.53% 31
2019
Q3 		$1.32M Buy
21,618
+10,385
+92% +$627K 0.59% 28
2019
Q2 		$696K Buy
11,233
+6,200
+123% +$380K 0.3% 55
2019
Q1 		$306K Buy
5,033
+4,747
+1,660% +$280K 0.16% 119
2018
Q4 		$16K Sell
286
-240
-46% -$14.1K 0.01% 512
2018
Q3 		$34K Sell
526
-47
-8% -$3K 0.02% 374
2018
Q2 		$36K Sell
573
-4,557
-89% -$302K 0.04% 217
2018
Q1 		$333K Buy
5,130
+1,191
+30% +$80K 0.25% 90
2017
Q4 		$265K Buy
3,939
+326
+9% +$21.3K 0.2% 102
2017
Q3 		$232K Buy
3,613
+364
+11% +$22.8K 0.21% 95
2017
Q2 		$197K Buy
3,249
+484
+18% +$29.2K 0.21% 100
2017
Q1 		$159K Buy
2,765
+268
+11% +$15.1K 0.17% 110
2016
Q4 		$138K Buy
+2,497
New +$134K 0.19% 109

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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

Patriot Financial Group Insurance Agency's IEFA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 50% in Q2 2026, selling an estimated $904K and leaving 9,370 shares worth $905K. The position accounts for 0.09% of the portfolio, ranked #243.

Patriot Financial Group Insurance Agency first reported a position in IEFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.06M in Q1 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,370 shares of iShares Core MSCI EAFE ETF worth $905K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 9,408 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $904K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #243 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Core MSCI EAFE ETF position peaked at $3.06M in Q1 2022.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.