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 Q2	$188K	Hold	1,944	–	–	0.04%	117
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 $1.55T 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 Wealth Management Group's IEFA Position: Q2 2026 in Review

Private Wealth Management Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 1,944 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #117.

Private Wealth Management Group first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $245K in Q3 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Private Wealth Management Group held 1,944 shares of iShares Core MSCI EAFE ETF worth $188K as of Q2 2026.
Private Wealth Management Group left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #117 holding.
Private Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's iShares Core MSCI EAFE ETF position peaked at $245K in Q3 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.