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 Q2	$55.6M	Sell	575,931 -62,406	-10%	-$5.99M	0.67%	27
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 $1.55T 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

Principal Securities's IEFA Position: Q2 2026 in Review

Principal Securities reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.8% in Q2 2026, selling an estimated $5.99M and leaving 575,931 shares worth $55.6M. The position accounts for 0.67% of the portfolio, ranked #27.

Principal Securities first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $115M in Q3 2024. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Principal Securities held 575,931 shares of iShares Core MSCI EAFE ETF worth $55.6M as of Q2 2026.
Principal Securities sold 62,406 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.99M.
iShares Core MSCI EAFE ETF made up 0.67% of Principal Securities's portfolio in Q2 2026, its #27 holding.
Principal Securities first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares Core MSCI EAFE ETF position peaked at $115M in Q3 2024.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.