PPWP
IEFA icon

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

Proquility 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
Q1 		$20.2M Buy
266,981
+25,798
+11% +$1.93M 6.22% 2
2024
Q4 		$17M Buy
241,183
+9,707
+4% +$716K 5.46% 2
2024
Q3 		$18.1M Buy
231,476
+1,662
+0.7% +$124K 5.79% 2
2024
Q2 		$16.7M Sell
229,814
-900
-0.4% -$66.2K 5.69% 2
2024
Q1 		$17.1M Buy
230,714
+27,233
+13% +$1.94M 5.86% 2
2023
Q4 		$14.3M Sell
203,481
-5,179
-2% -$341K 5.43% 1
2023
Q3 		$13.4M Buy
208,660
+729
+0.4% +$48.8K 5.51% 2
2023
Q2 		$14M Sell
207,931
-838
-0.4% -$56.8K 5.49% 2
2023
Q1 		$14M Buy
208,769
+6,554
+3% +$430K 5.54% 2
2022
Q4 		$12.5M Sell
202,215
-3,799
-2% -$224K 5.13% 1
2022
Q3 		$10.9M Buy
206,014
+2,481
+1% +$146K 4.99% 2
2022
Q2 		$12M Buy
203,533
+516
+0.3% +$33.1K 5.14% 2
2022
Q1 		$12.5M Buy
203,017
+2,453
+1% +$174K 5.2% 2
2021
Q4 		$14.6M Sell
200,564
-3,006
-1% -$226K 5.13% 2
2021
Q3 		$15.1M Buy
203,570
+10,910
+6% +$830K 5.72% 2
2021
Q2 		$14.4M Buy
192,660
+3,381
+2% +$255K 5.42% 2
2021
Q1 		$13.6M Sell
189,279
-6,253
-3% -$447K 5.44% 2
2020
Q4 		$13.5M Buy
+195,532
New +$12.6M 6.17% 2

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Proquility Private Wealth Partners's IEFA Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2025, buying an estimated $1.93M and bringing the position to 266,981 shares worth $20.2M. The position accounts for 6.22% of the portfolio, ranked #2.

Proquility Private Wealth Partners first reported a position in IEFA in Q4 2020 and has held it in 18 quarters since. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Proquility Private Wealth Partners held 266,981 shares of iShares Core MSCI EAFE ETF worth $20.2M as of Q1 2025.
  • Proquility Private Wealth Partners bought 25,798 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $1.93M.
  • iShares Core MSCI EAFE ETF made up 6.22% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #2 holding.
  • Proquility Private Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 18 quarters since.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.