Premier Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Premier Private Wealth Management’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	$6.69M	Buy	69,250 +9,791	+16%	+$940K	5.85%	5
2026 Q1	$5.38M	Buy	59,459 +522	+0.9%	+$48.7K	5.68%	5
2025 Q4	$5.57M	Buy	+58,937	New	+$5.21M	5.77%	4

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

Premier Private Wealth Management's IEFA Position: Q2 2026 in Review

Premier Private Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, buying an estimated $940K and bringing the position to 69,250 shares worth $6.69M. The position accounts for 5.85% of the portfolio, ranked #5.

Premier Private Wealth Management first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Premier Private Wealth Management held 69,250 shares of iShares Core MSCI EAFE ETF worth $6.69M as of Q2 2026.
Premier Private Wealth Management bought 9,791 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $940K.
iShares Core MSCI EAFE ETF made up 5.85% of Premier Private Wealth Management's portfolio in Q2 2026, its #5 holding.
Premier Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.