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

Patron 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 		$638K Sell
7,048
-2,298
-25% -$214K 0.28% 94
2025
Q4 		$836K Sell
9,346
-1,154
-11% -$102K 0.37% 76
2025
Q3 		$917K Buy
10,500
+647
+7% +$55K 0.42% 66
2025
Q2 		$823K Buy
9,853
+1,119
+13% +$88.8K 0.41% 73
2025
Q1 		$661K Sell
8,734
-935
-10% -$69.9K 0.36% 84
2024
Q4 		$680K Sell
9,669
-1,629
-14% -$120K 0.37% 76
2024
Q3 		$882K Sell
11,298
-2,462
-18% -$184K 0.49% 57
2024
Q2 		$1,000K Sell
13,760
-734
-5% -$54K 0.59% 41
2024
Q1 		$1.08M Sell
14,494
-5,352
-27% -$381K 0.65% 35
2023
Q4 		$1.4M Sell
19,846
-2,832
-12% -$187K 0.93% 23
2023
Q3 		$1.46M Buy
22,678
+13
+0.1% +$870 1.08% 18
2023
Q2 		$1.53M Sell
22,665
-623
-3% -$42.2K 1.08% 17
2023
Q1 		$1.56M Buy
23,288
+1,974
+9% +$129K 1.15% 15
2022
Q4 		$1.31M Sell
21,314
-976
-4% -$57.4K 0.99% 20
2022
Q3 		$1.17M Buy
22,290
+591
+3% +$34.8K 0.98% 19
2022
Q2 		$1.28M Sell
21,699
-423
-2% -$27.1K 1.01% 18
2022
Q1 		$1.54M Buy
22,122
+1,587
+8% +$112K 1.05% 19
2021
Q4 		$1.53M Buy
20,535
+2,319
+13% +$174K 1% 21
2021
Q3 		$1.35M Buy
18,216
+1,887
+12% +$144K 0.99% 16
2021
Q2 		$1.22M Buy
16,329
+5,331
+48% +$402K 0.92% 21
2021
Q1 		$792K Buy
10,998
+4,363
+66% +$312K 0.67% 32
2020
Q4 		$458K Buy
+6,635
New +$429K 0.44% 64

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

Patron Partners's IEFA Position: Q1 2026 in Review

Patron Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q1 2026, selling an estimated $214K and leaving 7,048 shares worth $638K. The position accounts for 0.28% of the portfolio, ranked #94.

Patron Partners first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.56M in Q1 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Patron Partners held 7,048 shares of iShares Core MSCI EAFE ETF worth $638K as of Q1 2026.
  • Patron Partners sold 2,298 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $214K.
  • iShares Core MSCI EAFE ETF made up 0.28% of Patron Partners's portfolio in Q1 2026, its #94 holding.
  • Patron Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Patron Partners's iShares Core MSCI EAFE ETF position peaked at $1.56M in Q1 2023.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Patron Partners's 13F filing for Q1 2026, filed 29 Apr 2026.