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

Private Wealth Partners’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
2025 Q4	–	Sell	-7,081	Closed	-$618K	–	181
2025 Q3	$618K	Hold	7,081	–	–	0.04%	117
2025 Q2	$591K	Hold	7,081	–	–	0.05%	121
2025 Q1	$536K	Sell	7,081 -1,805	-20%	-$135K	0.04%	120
2024 Q4	$625K	Buy	8,886 +1,805	+25%	+$133K	0.05%	115
2024 Q3	$553K	Hold	7,081	–	–	0.04%	121
2024 Q2	$514K	Hold	7,081	–	–	0.04%	112
2024 Q1	$526K	Hold	7,081	–	–	0.04%	104
2023 Q4	$498K	Hold	7,081	–	–	0.04%	115
2023 Q3	$456K	Hold	7,081	–	–	0.04%	105
2023 Q2	$478K	Sell	7,081 -165	-2%	-$11.2K	0.04%	105
2023 Q1	$484K	Buy	+7,246	New	+$475K	0.05%	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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Private Wealth Partners's IEFA Position: Q4 2025 in Review

Private Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 7,081 shares — an estimated $618K sold.

Private Wealth Partners first reported a position in IEFA in Q1 2023 and held it in 11 quarters. The position peaked at $625K in Q4 2024. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Private Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Partners sold 7,081 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $618K.
Private Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and held it in 11 quarters.
Private Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $625K in Q4 2024.
2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Private Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.