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Private Advisor Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Advisor 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
Q1 		$42M Sell
463,454
-4,575
-1% -$427K 0.2% 108
2025
Q4 		$41.9M Buy
468,029
+63,453
+16% +$5.61M 0.2% 107
2025
Q3 		$35.3M Sell
404,576
-15,959
-4% -$1.36M 0.17% 125
2025
Q2 		$35.1M Buy
420,535
+109,815
+35% +$8.72M 0.19% 111
2025
Q1 		$23.5M Sell
310,720
-23,632
-7% -$1.77M 0.14% 145
2024
Q4 		$23.5M Sell
334,352
-21,263
-6% -$1.57M 0.13% 145
2024
Q3 		$27.8M Buy
355,615
+8,303
+2% +$622K 0.17% 114
2024
Q2 		$25.2M Buy
347,312
+39,793
+13% +$2.93M 0.17% 114
2024
Q1 		$22.8M Buy
307,519
+12,782
+4% +$910K 0.16% 117
2023
Q4 		$20.7M Sell
294,737
-917
-0.3% -$60.4K 0.16% 122
2023
Q3 		$19M Buy
295,654
+6,553
+2% +$439K 0.17% 120
2023
Q2 		$19.7M Buy
289,101
+4,716
+2% +$320K 0.17% 121
2023
Q1 		$19M Buy
284,385
+19,453
+7% +$1.28M 0.18% 121
2022
Q4 		$4.16M Sell
264,932
-23,443
-8% -$1.38M 0.21% 108
2022
Q3 		$15.2M Sell
288,375
-106,215
-27% -$6.25M 0.17% 122
2022
Q2 		$23.2M Buy
394,590
+6,869
+2% +$441K 0.21% 104
2022
Q1 		$26.9M Buy
387,721
+23,855
+7% +$1.69M 0.21% 98
2021
Q4 		$27.2M Sell
363,866
-114,159
-24% -$8.58M 0.2% 97
2021
Q3 		$35.5M Buy
478,025
+117,950
+33% +$8.97M 0.23% 86
2021
Q2 		$27M Buy
360,075
+15,909
+5% +$1.2M 0.24% 82
2021
Q1 		$24.8M Sell
344,166
-34,383
-9% -$2.46M 0.24% 85
2020
Q4 		$26.2M Buy
378,549
+89,264
+31% +$5.77M 0.27% 73
2020
Q3 		$17.2M Buy
289,285
+186
+0.1% +$11.2K 0.22% 91
2020
Q2 		$16.5M Sell
289,099
-257,526
-47% -$14M 0.23% 86
2020
Q1 		$27.3M Sell
546,625
-169,137
-24% -$10.1M 0.5% 31
2019
Q4 		$46.7M Sell
715,762
-4,234
-0.6% -$269K 0.73% 20
2019
Q3 		$44.1M Buy
719,996
+226,235
+46% +$13.7M 0.69% 20
2019
Q2 		$30.3M Sell
493,761
-150,014
-23% -$9.19M 0.55% 27
2019
Q1 		$39.1M Buy
643,775
+161,743
+34% +$9.55M 0.77% 17
2018
Q4 		$26.5M Buy
482,032
+128,875
+36% +$7.56M 0.64% 24
2018
Q3 		$22.6M Buy
353,157
+149,695
+74% +$9.54M 0.46% 37
2018
Q2 		$12.8M Sell
203,462
-2,942
-1% -$195K 0.21% 37
2018
Q1 		$13.6M Sell
206,404
-28,108
-12% -$1.89M 0.53% 37
2017
Q4 		$15.9M Sell
234,512
-139,103
-37% -$9.07M 0.67% 21
2017
Q3 		$24M Buy
373,615
+770
+0.2% +$48.2K 0.59% 26
2017
Q2 		$22.6M Buy
372,845
+103,419
+38% +$6.24M 0.61% 24
2017
Q1 		$15.5M Buy
269,426
+19,856
+8% +$1.12M 0.43% 47
2016
Q4 		$13.7M Buy
249,570
+97,089
+64% +$5.21M 0.45% 44
2016
Q3 		$8.39M Sell
152,481
-58,149
-28% -$3.14M 0.34% 67
2016
Q2 		$10.7M Buy
210,630
+124,838
+146% +$6.67M 0.43% 49
2016
Q1 		$4.56M Sell
85,792
-34,290
-29% -$1.75M 0.22% 112
2015
Q4 		$6.53M Buy
120,082
+28,252
+31% +$1.57M 0.31% 74
2015
Q3 		$4.85M Buy
91,830
+12,134
+15% +$688K 0.27% 86
2015
Q2 		$4.65M Buy
79,696
+3,577
+5% +$218K 0.22% 90
2015
Q1 		$4.45M Sell
76,119
-9,128
-11% -$524K 0.26% 84
2014
Q4 		$4.72M Sell
85,247
-10,647
-11% -$604K 0.3% 74
2014
Q3 		$5.58M Buy
+95,894
New +$5.82M 0.39% 54

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

Private Advisor Group's IEFA Position: Q1 2026 in Review

Private Advisor Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.98% in Q1 2026, selling an estimated $427K and leaving 463,454 shares worth $42M. The position accounts for 0.2% of the portfolio, ranked #108.

Private Advisor Group first reported a position in IEFA in Q3 2014 and has held it in 47 quarters since. The position peaked at $46.7M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Private Advisor Group held 463,454 shares of iShares Core MSCI EAFE ETF worth $42M as of Q1 2026.
  • Private Advisor Group sold 4,575 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $427K.
  • iShares Core MSCI EAFE ETF made up 0.2% of Private Advisor Group's portfolio in Q1 2026, its #108 holding.
  • Private Advisor Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2014 and has held it in 47 quarters since.
  • Private Advisor Group's iShares Core MSCI EAFE ETF position peaked at $46.7M in Q4 2019.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.