Private Capital Management (Florida)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Capital Management (Florida)’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	$302K	Buy	3,336 +256	+8%	+$23.9K	0.03%	169
2025 Q4	$276K	Buy	3,080 +58	+2%	+$5.13K	0.03%	160
2025 Q3	$264K	Buy	3,022 +87	+3%	+$7.39K	0.02%	142
2025 Q2	$245K	Buy	2,935 +52	+2%	+$4.13K	0.02%	147
2025 Q1	$218K	Buy	+2,883	New	+$216K	0.02%	138

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

Private Capital Management (Florida)'s IEFA Position: Q1 2026 in Review

Private Capital Management (Florida) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.3% in Q1 2026, buying an estimated $23.9K and bringing the position to 3,336 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #169.

Private Capital Management (Florida) first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Private Capital Management (Florida) held 3,336 shares of iShares Core MSCI EAFE ETF worth $302K as of Q1 2026.
Private Capital Management (Florida) bought 256 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $23.9K.
iShares Core MSCI EAFE ETF made up 0.03% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #169 holding.
Private Capital Management (Florida) first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.