Private Client Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Client Services’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	$24.1M	Buy	249,505 +17,736	+8%	+$1.7M	6.32%	2
2026 Q1	$21M	Buy	231,769 +8,111	+4%	+$757K	6.27%	2
2025 Q4	$20M	Buy	223,658 +39,253	+21%	+$3.47M	6.25%	2
2025 Q3	$16.1M	Buy	184,405 +62,744	+52%	+$5.33M	5.39%	2
2025 Q2	$10.2M	Buy	121,661 +35,017	+40%	+$2.78M	3.96%	2
2025 Q1	$6.55M	Buy	86,644 +37,036	+75%	+$2.77M	3.24%	4
2024 Q4	$3.49M	Sell	49,608 -19,812	-29%	-$1.46M	1.87%	11
2024 Q3	$5.42M	Buy	69,420 +11,492	+20%	+$860K	2.91%	6
2024 Q2	$4.21M	Buy	57,928 +8,622	+17%	+$634K	2.64%	8
2024 Q1	$3.66M	Buy	49,306 +5,613	+13%	+$400K	2.46%	7
2023 Q4	$3.07M	Buy	+43,693	New	+$2.88M	2.52%	7

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

Private Client Services's IEFA Position: Q2 2026 in Review

Private Client Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.7% in Q2 2026, buying an estimated $1.7M and bringing the position to 249,505 shares worth $24.1M. The position accounts for 6.32% of the portfolio, ranked #2.

Private Client Services first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Private Client Services held 249,505 shares of iShares Core MSCI EAFE ETF worth $24.1M as of Q2 2026.
Private Client Services bought 17,736 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.7M.
iShares Core MSCI EAFE ETF made up 6.32% of Private Client Services's portfolio in Q2 2026, its #2 holding.
Private Client Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.