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

PrairieView 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
2025 Q2	$4.11M	Buy	49,279 +1,876	+4%	+$149K	0.4%	29
2025 Q1	$3.59M	Buy	47,403 +1,227	+3%	+$91.8K	0.37%	33
2024 Q4	$3.25M	Sell	46,176 -5,128	-10%	-$378K	0.34%	36
2024 Q3	$4M	Buy	51,304 +641	+1%	+$48K	0.42%	33
2024 Q2	$3.68M	Buy	50,663 +913	+2%	+$67.2K	0.41%	32
2024 Q1	$3.69M	Buy	49,750 +1,235	+3%	+$87.9K	0.42%	35
2023 Q4	$3.41M	Buy	48,515 +13,415	+38%	+$884K	0.42%	35
2023 Q3	$2.26M	Buy	35,100 +1,182	+3%	+$79.1K	0.31%	41
2023 Q2	$2.29M	Sell	33,918 -1,375	-4%	-$93.2K	0.3%	42
2023 Q1	$2.36M	Buy	35,293 +183	+0.5%	+$12K	0.32%	42
2022 Q4	$2.16M	Sell	35,110 -830	-2%	-$48.8K	0.32%	42
2022 Q3	$1.89M	Buy	35,940 +5,937	+20%	+$349K	0.31%	44
2022 Q2	$1.77M	Buy	30,003 +1,288	+4%	+$82.6K	0.28%	43
2022 Q1	$2M	Buy	28,715 +3,621	+14%	+$256K	0.28%	43
2021 Q4	$1.87M	Buy	25,094 +6,007	+31%	+$451K	0.26%	41
2021 Q3	$1.42M	Sell	19,087 -152	-0.8%	-$11.6K	0.21%	43
2021 Q2	$1.44M	Sell	19,239 -603	-3%	-$45.5K	0.22%	42
2021 Q1	$1.43M	Buy	19,842 +560	+3%	+$40K	0.23%	41
2020 Q4	$1.33M	Sell	19,282 -795	-4%	-$51.4K	0.23%	42
2020 Q3	$1.21M	Sell	20,077 -434	-2%	-$26.2K	0.25%	38
2020 Q2	$1.17M	Sell	20,511 -983	-5%	-$53.3K	0.26%	38
2020 Q1	$1.07M	Sell	21,494 -6,160	-22%	-$367K	0.27%	38
2019 Q4	$1.8M	Sell	27,654 -1,241	-4%	-$78.7K	0.39%	36
2019 Q3	$1.76M	Buy	28,895 +8,967	+45%	+$541K	0.41%	37
2019 Q2	$1.22M	Buy	19,928 +202	+1%	+$12.4K	0.31%	36
2019 Q1	$1.2M	Sell	19,726 -2,209	-10%	-$130K	0.31%	38
2018 Q4	$1.21M	Buy	21,935 +7,925	+57%	+$465K	0.34%	38
2018 Q3	$898K	Sell	14,010 -1,261	-8%	-$80.4K	0.24%	40
2018 Q2	$968K	Buy	15,271 +196	+1%	+$13K	0.25%	39
2018 Q1	$993K	Buy	15,075 +1,486	+11%	+$99.8K	0.24%	37
2017 Q4	$898K	Buy	+13,589	New	+$886K	0.25%	36

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

PrairieView Partners's IEFA Position: Q2 2025 in Review

PrairieView Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4% in Q2 2025, buying an estimated $149K and bringing the position to 49,279 shares worth $4.11M. The position accounts for 0.4% of the portfolio, ranked #29.

PrairieView Partners first reported a position in IEFA in Q4 2017 and has held it in 31 quarters since. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

PrairieView Partners held 49,279 shares of iShares Core MSCI EAFE ETF worth $4.11M as of Q2 2025.
PrairieView Partners bought 1,876 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $149K.
iShares Core MSCI EAFE ETF made up 0.4% of PrairieView Partners's portfolio in Q2 2025, its #29 holding.
PrairieView Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 31 quarters since.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.