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

Precedent 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 		– Sell
-2,795
Closed -$250K – 169
2025
Q4 		$250K Buy
+2,795
New +$247K 0.05% 161

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

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

Precedent Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 2,795 shares — an estimated $250K sold.

Precedent Wealth Partners first reported a position in IEFA in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Precedent Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 2,795 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $250K.
  • Precedent Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • Precedent Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $250K in Q4 2025.
  • 2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.