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

Principal Street Partners’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	$334K	Hold	3,692	–	–	0.05%	160
2025 Q4	$330K	Hold	3,692	–	–	0.06%	159
2025 Q3	$322K	Sell	3,692 -3,692	-50%	-$314K	0.05%	184
2025 Q2	$616K	Buy	7,384 +3,692	+100%	+$293K	0.06%	179
2025 Q1	$279K	Sell	3,692 -563	-13%	-$42.1K	0.05%	179
2024 Q4	$299K	Buy	+4,255	New	+$314K	0.06%	168
2024 Q3	–	Sell	-4,255	Closed	-$309K	–	250
2024 Q2	$309K	Hold	4,255	–	–	0.06%	176
2024 Q1	$318K	Buy	+4,255	New	+$303K	0.06%	173
2023 Q3	–	Sell	-6,425	Closed	-$434K	–	223
2023 Q2	$434K	Hold	6,425	–	–	0.1%	133
2023 Q1	$430K	Hold	6,425	–	–	0.11%	132
2022 Q4	$396K	Sell	6,425 -8,569	-57%	-$504K	0.1%	142
2022 Q3	$790K	Hold	14,994	–	–	0.21%	83
2022 Q2	$883K	Hold	14,994	–	–	0.23%	77
2022 Q1	$1.04M	Buy	14,994 +6,023	+67%	+$426K	0.24%	72
2021 Q4	$670K	Buy	8,971 +5,896	+192%	+$443K	0.16%	116
2021 Q3	$228K	Hold	3,075	–	–	0.06%	178
2021 Q2	$230K	Sell	3,075 -6,150	-67%	-$464K	0.06%	194
2021 Q1	$665K	Buy	+9,225	New	+$659K	0.09%	149

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 Street Partners's IEFA Position: Q1 2026 in Review

Principal Street Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,692 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #160.

Principal Street Partners first reported a position in IEFA in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Principal Street Partners held 3,692 shares of iShares Core MSCI EAFE ETF worth $334K as of Q1 2026.
Principal Street Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.05% of Principal Street Partners's portfolio in Q1 2026, its #160 holding.
Principal Street Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 18 quarters since.
Principal Street Partners's iShares Core MSCI EAFE ETF position peaked at $1.04M in Q1 2022.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.