Permanens Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Permanens Capital’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	$10.7M	Buy	111,184 +100,590	+949%	+$9.66M	1.1%	22
2026 Q1	$959K	Buy	+10,594	New	+$989K	0.12%	51
2021 Q3	–	Sell	-1,131	Closed	-$85K	–	62
2021 Q2	$85K	Buy	1,131 +600	+113%	+$45.3K	0.02%	56
2021 Q1	$38K	Buy	531 +100	+23%	+$7.15K	0.01%	79
2020 Q4	$30K	Sell	431 -600	-58%	-$38.8K	0.01%	88
2020 Q3	$62K	Sell	1,031 -510	-33%	-$30.8K	0.02%	73
2020 Q2	$88K	Sell	1,541 -790	-34%	-$42.8K	0.03%	60
2020 Q1	$116K	Buy	2,331 +400	+21%	+$23.8K	0.04%	41
2019 Q4	$126K	Hold	1,931	–	–	0.03%	52
2019 Q3	$118K	Buy	1,931 +200	+12%	+$12.1K	0.03%	37
2019 Q2	$106K	Buy	1,731 +250	+17%	+$15.3K	0.03%	39
2019 Q1	$90K	Buy	+1,481	New	+$87.4K	0.03%	36

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

Permanens Capital's IEFA Position: Q2 2026 in Review

Permanens Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 949% in Q2 2026, buying an estimated $9.66M and bringing the position to 111,184 shares worth $10.7M. The position accounts for 1.1% of the portfolio, ranked #22.

Permanens Capital first reported a position in IEFA in Q1 2019 and has held it in 12 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Permanens Capital held 111,184 shares of iShares Core MSCI EAFE ETF worth $10.7M as of Q2 2026.
Permanens Capital bought 100,590 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.66M.
iShares Core MSCI EAFE ETF made up 1.1% of Permanens Capital's portfolio in Q2 2026, its #22 holding.
Permanens Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 12 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.