Prosperity Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Prosperity Capital Advisors’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	$1.67M	Sell	17,296 -5,692	-25%	-$547K	0.08%	145
2026 Q1	$2.08M	Sell	22,988 -7,141	-24%	-$666K	0.12%	113
2025 Q4	$2.7M	Buy	30,129 +12,897	+75%	+$1.14M	0.16%	94
2025 Q3	$1.5M	Buy	17,232 +2,273	+15%	+$193K	0.09%	144
2025 Q2	$1.25M	Buy	+14,959	New	+$1.19M	0.08%	156

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

Prosperity Capital Advisors's IEFA Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q2 2026, selling an estimated $547K and leaving 17,296 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #145.

Prosperity Capital Advisors first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.7M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Prosperity Capital Advisors held 17,296 shares of iShares Core MSCI EAFE ETF worth $1.67M as of Q2 2026.
Prosperity Capital Advisors sold 5,692 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $547K.
iShares Core MSCI EAFE ETF made up 0.08% of Prosperity Capital Advisors's portfolio in Q2 2026, its #145 holding.
Prosperity Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Prosperity Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $2.7M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.