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

Private Wealth Management 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
2026 Q1	$176K	Sell	1,944 -4	-0.2%	-$373	0.05%	89
2025 Q4	$174K	Buy	1,948 +4	+0.2%	+$354	0.05%	90
2025 Q3	$170K	Hold	1,944	–	–	0.05%	94
2025 Q2	$162K	Sell	1,944 -581	-23%	-$46.1K	0.05%	92
2025 Q1	$191K	Sell	2,525 -60	-2%	-$4.49K	0.07%	82
2024 Q4	$182K	Sell	2,585 -550	-18%	-$40.6K	0.07%	81
2024 Q3	$245K	Hold	3,135	–	–	0.1%	68
2024 Q2	$228K	Buy	3,135 +1,884	+151%	+$139K	0.1%	68
2024 Q1	$92.8K	Hold	1,251	–	–	0.04%	103
2023 Q4	$88K	Buy	+1,251	New	+$82.5K	0.04%	106

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 Management Group's IEFA Position: Q1 2026 in Review

Private Wealth Management Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.21% in Q1 2026, selling an estimated $373 and leaving 1,944 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #89.

Private Wealth Management Group first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $245K in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Private Wealth Management Group held 1,944 shares of iShares Core MSCI EAFE ETF worth $176K as of Q1 2026.
Private Wealth Management Group sold 4 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $373.
iShares Core MSCI EAFE ETF made up 0.05% of Private Wealth Management Group's portfolio in Q1 2026, its #89 holding.
Private Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's iShares Core MSCI EAFE ETF position peaked at $245K in Q3 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.