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

Perfromance Wealth 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	$382K	Buy	+4,215	New	+$393K	0.01%	148

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

Perfromance Wealth Partners's IEFA Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 4,215 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Perfromance Wealth Partners held 4,215 shares of iShares Core MSCI EAFE ETF worth $382K as of Q1 2026.
iShares Core MSCI EAFE ETF was a new Perfromance Wealth Partners position in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #148 holding.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.