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Private Wealth Advisors (California)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Wealth Advisors (California)’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 		$733K Buy
7,592
+61
+0.8% +$5.86K 0.19% 63
2026
Q1 		$682K Sell
7,531
-2,378
-24% -$222K 0.19% 72
2025
Q4 		$886K Buy
9,909
+125
+1% +$11.1K 0.28% 62
2025
Q3 		$854K Buy
9,784
+198
+2% +$16.8K 0.29% 61
2025
Q2 		$800K Buy
9,586
+121
+1% +$9.6K 0.29% 59
2025
Q1 		$716K Sell
9,465
-469
-5% -$35.1K 0.26% 58
2024
Q4 		$698K Sell
9,934
-404
-4% -$29.8K 0.27% 54
2024
Q3 		$800K Sell
10,338
-1
-0% -$75 0.31% 53
2024
Q2 		$752K Buy
10,339
+93
+0.9% +$6.84K 0.29% 54
2024
Q1 		$760K Sell
10,246
-980
-9% -$69.8K 0.31% 52
2023
Q4 		$790K Sell
11,226
-4,866
-30% -$321K 0.31% 47
2023
Q3 		$1.04M Hold
16,092
– – 0.44% 45
2023
Q2 		$1.09M Buy
16,092
+223
+1% +$15.1K 0.44% 43
2023
Q1 		$1.06M Hold
15,869
– – 0.45% 44
2022
Q4 		$978K Buy
15,869
+65
+0.4% +$3.83K 0.33% 50
2022
Q3 		$832K Sell
15,804
-171
-1% -$10.1K 0.39% 46
2022
Q2 		$1M Buy
15,975
+174
+1% +$11.2K 0.37% 49
2022
Q1 		$1.1M Sell
15,801
-83
-0.5% -$5.87K 0.35% 49
2021
Q4 		$1.19M Buy
15,884
+123
+0.8% +$9.24K 0.25% 55
2021
Q3 		$1.15M Sell
15,761
-27
-0.2% -$2.05K 0.28% 64
2021
Q2 		$1.18M Buy
15,788
+124
+0.8% +$9.36K 0.36% 51
2021
Q1 		$1.13M Hold
15,664
– – 0.38% 44
2020
Q4 		$1.11M Buy
15,664
+102
+0.7% +$6.6K 0.38% 41
2020
Q3 		$938K Hold
15,562
– – 0.49% 31
2020
Q2 		$890K Buy
15,562
+251
+2% +$13.6K 0.62% 26
2020
Q1 		$764K Sell
15,311
-1,219
-7% -$72.5K 0.63% 29
2019
Q4 		$1.08M Sell
16,530
-972
-6% -$61.7K 0.62% 37
2019
Q3 		$1.07M Sell
17,502
-772
-4% -$46.6K 0.7% 31
2019
Q2 		$1.11M Hold
18,274
– – 0.76% 30
2019
Q1 		$1.11M Buy
18,274
+148
+0.8% +$8.74K 0.76% 30
2018
Q4 		$997K Buy
+18,126
New +$1.06M 0.81% 30

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 Wealth Advisors (California)'s IEFA Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.81% in Q2 2026, buying an estimated $5.86K and bringing the position to 7,592 shares worth $733K. The position accounts for 0.19% of the portfolio, ranked #63.

Private Wealth Advisors (California) first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.19M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Private Wealth Advisors (California) held 7,592 shares of iShares Core MSCI EAFE ETF worth $733K as of Q2 2026.
  • Private Wealth Advisors (California) bought 61 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.86K.
  • iShares Core MSCI EAFE ETF made up 0.19% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #63 holding.
  • Private Wealth Advisors (California) first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Private Wealth Advisors (California)'s iShares Core MSCI EAFE ETF position peaked at $1.19M in Q4 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.