PCIA
IEFA icon

Prime Capital Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Prime Capital Investment Advisors’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 		$57.7M Sell
637,728
-58,623
-8% -$5.47M 0.67% 39
2025
Q4 		$62.3M Buy
696,351
+3,740
+0.5% +$331K 0.76% 33
2025
Q3 		$60.5M Buy
692,611
+9,728
+1% +$827K 0.76% 33
2025
Q2 		$57M Sell
682,883
-156,944
-19% -$12.5M 0.76% 31
2025
Q1 		$63.5M Buy
839,827
+210,867
+34% +$15.8M 0.74% 32
2024
Q4 		$44.2M Sell
628,960
-6,349
-1% -$468K 0.64% 39
2024
Q3 		$49.6M Buy
635,309
+7,011
+1% +$525K 0.71% 37
2024
Q2 		$45.6M Buy
628,298
+62,124
+11% +$4.57M 0.68% 38
2024
Q1 		$42M Sell
566,174
-24,046
-4% -$1.71M 0.59% 35
2023
Q4 		$41.5M Buy
590,220
+576,414
+4,175% +$38M 0.63% 34
2023
Q3 		$888K Sell
13,806
-826
-6% -$55.3K 0.02% 363
2023
Q2 		$988K Buy
14,632
+9,398
+180% +$637K 0.02% 360
2023
Q1 		$350K Sell
5,234
-10,060
-66% -$660K 0.01% 409
2022
Q4 		$943K Buy
15,294
+2,901
+23% +$171K 0.04% 244
2022
Q3 		$653K Sell
12,393
-39
-0.3% -$2.29K 0.04% 208
2022
Q2 		$732K Sell
12,432
-1,642
-12% -$105K 0.04% 199
2022
Q1 		$1.05M Hold
14,074
– – 0.06% 167
2021
Q4 		$1.05M Buy
+14,074
New +$1.06M 0.06% 171
2021
Q3 		– Sell
-12,116
Closed -$907K – 332
2021
Q2 		$907K Sell
12,116
-1,136
-9% -$85.8K 0.05% 189
2021
Q1 		$955K Buy
13,252
+636
+5% +$45.5K 0.07% 163
2020
Q4 		$872K Buy
12,616
+90
+0.7% +$5.82K 0.07% 158
2020
Q3 		$755K Sell
12,526
-2,102
-14% -$127K 0.06% 166
2020
Q2 		$836K Buy
14,628
+656
+5% +$35.5K 0.08% 157
2020
Q1 		$697K Buy
+13,972
New +$831K 0.08% 127
2019
Q4 		– Sell
-12,546
Closed -$766K – 609
2019
Q3 		$766K Buy
+12,546
New +$757K 0.12% 135
2019
Q1 		– Sell
-14,705
Closed -$809K – 370
2018
Q4 		$809K Buy
+14,705
New +$863K 0.29% 76
2018
Q3 		– Sell
-85
Closed -$5K – 306
2018
Q2 		$5K Buy
+85
New +$5.63K ﹤0.01% 289

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

Prime Capital Investment Advisors's IEFA Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.4% in Q1 2026, selling an estimated $5.47M and leaving 637,728 shares worth $57.7M. The position accounts for 0.67% of the portfolio, ranked #39.

Prime Capital Investment Advisors first reported a position in IEFA in Q2 2018 and has held it in 27 quarters since. The position peaked at $63.5M in Q1 2025. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Prime Capital Investment Advisors held 637,728 shares of iShares Core MSCI EAFE ETF worth $57.7M as of Q1 2026.
  • Prime Capital Investment Advisors sold 58,623 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $5.47M.
  • iShares Core MSCI EAFE ETF made up 0.67% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 27 quarters since.
  • Prime Capital Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $63.5M in Q1 2025.
  • 2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.