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

Presilium Private Wealth’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	$1.14M	Buy	11,771 +282	+2%	+$27.1K	0.17%	32
2026 Q1	$1.04M	Buy	11,489 +152	+1%	+$14.2K	0.18%	29
2025 Q4	$1.01M	Buy	11,337 +638	+6%	+$56.4K	0.19%	34
2025 Q3	$934K	Hold	10,699	–	–	0.18%	34
2025 Q2	$893K	Buy	10,699 +41	+0.4%	+$3.25K	0.18%	36
2025 Q1	$806K	Hold	10,658	–	–	0.18%	40
2024 Q4	$749K	Hold	10,658	–	–	0.17%	45
2024 Q3	$832K	Hold	10,658	–	–	0.19%	40
2024 Q2	$774K	Sell	10,658 -51	-0.5%	-$3.75K	0.2%	41
2024 Q1	$795K	Buy	10,709 +51	+0.5%	+$3.63K	0.21%	38
2023 Q4	$750K	Hold	10,658	–	–	0.21%	39
2023 Q3	$686K	Sell	10,658 -1,673	-14%	-$112K	0.22%	26
2023 Q2	$832K	Buy	12,331 +9,290	+305%	+$630K	0.29%	26
2023 Q1	$203K	Buy	+3,041	New	+$199K	0.08%	52

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

Presilium Private Wealth's IEFA Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, buying an estimated $27.1K and bringing the position to 11,771 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #32.

Presilium Private Wealth first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Presilium Private Wealth held 11,771 shares of iShares Core MSCI EAFE ETF worth $1.14M as of Q2 2026.
Presilium Private Wealth bought 282 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $27.1K.
iShares Core MSCI EAFE ETF made up 0.17% of Presilium Private Wealth's portfolio in Q2 2026, its #32 holding.
Presilium Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.