Per Stirling Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Per Stirling Capital 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 Q1	$15.6M	Sell	172,281 -4,541	-3%	-$424K	1.72%	12
2025 Q4	$15.8M	Sell	176,822 -1,857	-1%	-$164K	1.78%	12
2025 Q3	$15.6M	Sell	178,679 -4,230	-2%	-$359K	1.87%	9
2025 Q2	$15.3M	Buy	182,909 +17,977	+11%	+$1.43M	1.99%	7
2025 Q1	$12.5M	Buy	164,932 +63,658	+63%	+$4.76M	1.79%	11
2024 Q4	$7.12M	Sell	101,274 -23,056	-19%	-$1.7M	1.01%	29
2024 Q3	$9.7M	Buy	124,330 +26,173	+27%	+$1.96M	1.35%	16
2024 Q2	$7.13M	Sell	98,157 -1,121	-1%	-$82.5K	1.15%	22
2024 Q1	$7.37M	Buy	99,278 +92	+0.1%	+$6.55K	1.23%	23
2023 Q4	$6.98M	Sell	99,186 -1,250	-1%	-$82.4K	1.28%	25
2023 Q3	$6.46M	Buy	100,436 +1,775	+2%	+$119K	1.34%	24
2023 Q2	$6.66M	Sell	98,661 -31,267	-24%	-$2.12M	1.36%	24
2023 Q1	$8.69M	Buy	129,928 +45,291	+54%	+$2.97M	1.87%	15
2022 Q4	$5.22M	Buy	+84,637	New	+$4.98M	0.95%	29

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Per Stirling Capital Management's IEFA Position: Q1 2026 in Review

Per Stirling Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q1 2026, selling an estimated $424K and leaving 172,281 shares worth $15.6M. The position accounts for 1.72% of the portfolio, ranked #12.

Per Stirling Capital Management first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.8M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Per Stirling Capital Management held 172,281 shares of iShares Core MSCI EAFE ETF worth $15.6M as of Q1 2026.
Per Stirling Capital Management sold 4,541 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $424K.
iShares Core MSCI EAFE ETF made up 1.72% of Per Stirling Capital Management's portfolio in Q1 2026, its #12 holding.
Per Stirling Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's iShares Core MSCI EAFE ETF position peaked at $15.8M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.