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Perennial Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Perennial Investment Advisors’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 		$2.13M Buy
23,569
+2,799
+13% +$261K 0.17% 110
2025
Q4 		$1.86M Buy
20,770
+1,375
+7% +$122K 0.15% 122
2025
Q3 		$1.69M Sell
19,395
-74
-0.4% -$6.29K 0.14% 126
2025
Q2 		$1.63M Sell
19,469
-4,692
-19% -$372K 0.16% 125
2025
Q1 		$1.83M Sell
24,161
-1,057
-4% -$79K 0.21% 90
2024
Q4 		$1.77M Buy
25,218
+750
+3% +$55.3K 0.21% 88
2024
Q3 		$1.91M Sell
24,468
-9,052
-27% -$678K 0.25% 74
2024
Q2 		$2.43M Buy
33,520
+19,712
+143% +$1.45M 0.35% 57
2024
Q1 		$1.02M Buy
13,808
+1,908
+16% +$136K 0.16% 106
2023
Q4 		$837K Sell
11,900
-669
-5% -$44.1K 0.14% 124
2023
Q3 		$809K Buy
12,569
+175
+1% +$11.7K 0.15% 121
2023
Q2 		$837K Sell
12,394
-147
-1% -$9.97K 0.15% 121
2023
Q1 		$839K Buy
+12,541
New +$822K 0.16% 111
2022
Q4 		– Sell
-4,811
Closed -$253K – 226
2022
Q3 		$253K Buy
4,811
+1,145
+31% +$67.3K 0.11% 155
2022
Q2 		$217K Sell
3,666
-1,734
-32% -$111K 0.08% 173
2022
Q1 		$374K Sell
5,400
-861
-14% -$60.9K 0.12% 141
2021
Q4 		$466K Sell
6,261
-460
-7% -$34.6K 0.15% 125
2021
Q3 		$500K Buy
6,721
+1,853
+38% +$141K 0.18% 110
2021
Q2 		$364K Buy
4,868
+1,895
+64% +$143K 0.13% 136
2021
Q1 		$214K Sell
2,973
-1,331
-31% -$95.1K 0.08% 177
2020
Q4 		$297K Sell
4,304
-1,008
-19% -$65.2K 0.13% 122
2020
Q3 		$321K Sell
5,312
-1,429
-21% -$86.2K 0.16% 108
2020
Q2 		$385K Sell
6,741
-4,647
-41% -$252K 0.26% 74
2020
Q1 		$568K Sell
11,388
-16,614
-59% -$989K 0.5% 45
2019
Q4 		$1.83M Buy
+28,002
New +$1.78M 1.44% 16

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

Perennial Investment Advisors's IEFA Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q1 2026, buying an estimated $261K and bringing the position to 23,569 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #110.

Perennial Investment Advisors first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.43M in Q2 2024. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Perennial Investment Advisors held 23,569 shares of iShares Core MSCI EAFE ETF worth $2.13M as of Q1 2026.
  • Perennial Investment Advisors bought 2,799 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $261K.
  • iShares Core MSCI EAFE ETF made up 0.17% of Perennial Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • Perennial Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • Perennial Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $2.43M in Q2 2024.
  • 2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.