PCG Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PCG Asset Management’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	$1.41M	Buy	14,562 +307	+2%	+$29.5K	1.01%	25
2026 Q1	$1.29M	Buy	14,255 +1,210	+9%	+$113K	1.03%	24
2025 Q4	$1.18M	Buy	13,045 +320	+3%	+$28.3K	0.94%	24
2025 Q3	$1.11M	Buy	12,725 +420	+3%	+$35.7K	0.89%	25
2025 Q2	$1.03M	Buy	12,305 +179	+1%	+$14.2K	0.88%	26
2025 Q1	$917K	Buy	12,126 +1,215	+11%	+$90.9K	0.86%	30
2024 Q4	$767K	Buy	+10,911	New	+$805K	0.67%	31

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCG Asset Management's IEFA Position: Q2 2026 in Review

PCG Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, buying an estimated $29.5K and bringing the position to 14,562 shares worth $1.41M. The position accounts for 1.01% of the portfolio, ranked #25.

PCG Asset Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

PCG Asset Management held 14,562 shares of iShares Core MSCI EAFE ETF worth $1.41M as of Q2 2026.
PCG Asset Management bought 307 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $29.5K.
iShares Core MSCI EAFE ETF made up 1.01% of PCG Asset Management's portfolio in Q2 2026, its #25 holding.
PCG Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on PCG Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.