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Philadelphia Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Philadelphia Investment 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
Q2 		$11K Hold
114
– – 0.01% 136
2026
Q1 		$10.3K Buy
+114
New +$10.6K 0.01% 132

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UBS Group
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Envestnet Asset Management
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LPL Financial
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Raymond James Financial
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Philadelphia Investment Partners's IEFA Position: Q2 2026 in Review

Philadelphia Investment Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 114 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #136.

Philadelphia Investment Partners first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Philadelphia Investment Partners held 114 shares of iShares Core MSCI EAFE ETF worth $11K as of Q2 2026.
  • Philadelphia Investment Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.01% of Philadelphia Investment Partners's portfolio in Q2 2026, its #136 holding.
  • Philadelphia Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.