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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
2023
Q4 		– Sell
-235,300
Closed -$151K – 2360
2023
Q3 		$151K Buy
+235,300
New +$15.8M ﹤0.01% 1921

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Private Advisor Group's IEFA Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, selling an estimated $6.17M and leaving 399,230 shares worth $38.6M. The position accounts for 0.18% of the portfolio, ranked #126.

Private Advisor Group first reported a position in IEFA in Q3 2014 and has held it in 48 quarters since. The position peaked at $46.7M in Q4 2019. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Private Advisor Group held 399,230 shares of iShares Core MSCI EAFE ETF worth $38.6M as of Q2 2026.
  • Private Advisor Group sold 64,224 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.17M.
  • iShares Core MSCI EAFE ETF made up 0.18% of Private Advisor Group's portfolio in Q2 2026, its #126 holding.
  • Private Advisor Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2014 and has held it in 48 quarters since.
  • Private Advisor Group's iShares Core MSCI EAFE ETF position peaked at $46.7M in Q4 2019.
  • 2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.