Prestige Wealth Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Prestige Wealth Management Group’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	$156K	Buy	1,611 +168	+12%	+$16.1K	0.03%	187
2026 Q1	$131K	Hold	1,443	–	–	0.03%	185
2025 Q4	$129K	Buy	+1,443	New	+$128K	0.02%	190
2023 Q1	–	Sell	-5,977	Closed	-$368K	–	1111
2022 Q4	$368K	Buy	+5,977	New	+$352K	0.1%	95
2020 Q4	–	Sell	-24	Closed	-$1K	–	984
2020 Q3	$1K	Sell	24 -10	-29%	-$603	﹤0.01%	779
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	673
2020 Q1	$2K	Sell	34 -57	-63%	-$3.39K	﹤0.01%	641
2019 Q4	$6K	Sell	91 -1	-1%	-$63	﹤0.01%	407
2019 Q3	$6K	Hold	92	–	–	﹤0.01%	388
2019 Q2	$6K	Hold	92	–	–	﹤0.01%	381
2019 Q1	$6K	Sell	92 -25	-21%	-$1.48K	﹤0.01%	382
2018 Q4	$6K	Buy	+117	New	+$6.86K	﹤0.01%	542

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

Prestige Wealth Management Group's IEFA Position: Q2 2026 in Review

Prestige Wealth Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,611 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #187.

Prestige Wealth Management Group first reported a position in IEFA in Q4 2018 and has held it in 12 quarters since. The position peaked at $368K in Q4 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Prestige Wealth Management Group held 1,611 shares of iShares Core MSCI EAFE ETF worth $156K as of Q2 2026.
Prestige Wealth Management Group bought 168 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $16.1K.
iShares Core MSCI EAFE ETF made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #187 holding.
Prestige Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 12 quarters since.
Prestige Wealth Management Group's iShares Core MSCI EAFE ETF position peaked at $368K in Q4 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.