Private Wealth Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Wealth Asset Management’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	$64.9M	Buy	716,683 +28,962	+4%	+$2.7M	6.94%	2
2025 Q4	$61.5M	Buy	687,721 +13,161	+2%	+$1.16M	6.69%	3
2025 Q3	$58.9M	Buy	674,560 +10,242	+2%	+$870K	6.95%	3
2025 Q2	$55.5M	Buy	664,318 +29,012	+5%	+$2.3M	7.36%	1
2025 Q1	$48.1M	Buy	+635,306	New	+$47.5M	6.91%	2

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 Wealth Asset Management's IEFA Position: Q1 2026 in Review

Private Wealth Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.2% in Q1 2026, buying an estimated $2.7M and bringing the position to 716,683 shares worth $64.9M. The position accounts for 6.94% of the portfolio, ranked #2.

Private Wealth Asset Management 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 Wealth Asset Management held 716,683 shares of iShares Core MSCI EAFE ETF worth $64.9M as of Q1 2026.
Private Wealth Asset Management bought 28,962 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.7M.
iShares Core MSCI EAFE ETF made up 6.94% of Private Wealth Asset Management's portfolio in Q1 2026, its #2 holding.
Private Wealth Asset Management 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 Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.