Principal Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Principal Securities’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	$57.8M	Buy	638,337 +119,490	+23%	+$11.2M	0.85%	20
2025 Q4	$46.4M	Sell	518,847 -43,129	-8%	-$3.81M	0.72%	26
2025 Q3	$49.1M	Sell	561,976 -45,813	-8%	-$3.89M	0.81%	21
2025 Q2	$50.7M	Sell	607,789 -68,933	-10%	-$5.47M	0.95%	16
2025 Q1	$47.6M	Buy	676,722 +660	+0.1%	+$49.4K	1.06%	13
2024 Q4	$47.5M	Sell	676,062 -797,669	-54%	-$58.8M	1.07%	13
2024 Q3	$115M	Buy	1,473,731 +22,923	+2%	+$1.72M	2.78%	2
2024 Q2	$105M	Buy	1,450,808 +162,237	+13%	+$11.9M	2.9%	3
2024 Q1	$95.6M	Buy	1,288,571 +187,218	+17%	+$13.3M	2.98%	3
2023 Q4	$77.5M	Buy	+1,101,353	New	+$72.6M	2.89%	3

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Principal Securities's IEFA Position: Q1 2026 in Review

Principal Securities increased its iShares Core MSCI EAFE ETF (IEFA) stake by 23% in Q1 2026, buying an estimated $11.2M and bringing the position to 638,337 shares worth $57.8M. The position accounts for 0.85% of the portfolio, ranked #20.

Principal Securities first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $115M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Principal Securities held 638,337 shares of iShares Core MSCI EAFE ETF worth $57.8M as of Q1 2026.
Principal Securities bought 119,490 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $11.2M.
iShares Core MSCI EAFE ETF made up 0.85% of Principal Securities's portfolio in Q1 2026, its #20 holding.
Principal Securities first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Core MSCI EAFE ETF position peaked at $115M in Q3 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.