Punch & Associates Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Punch & Associates Investment Management’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	$9.41K	Buy	104 +36	+53%	+$3.36K	﹤0.01%	162
2025 Q4	$6.08K	Hold	68	–	–	﹤0.01%	154
2025 Q3	$5.94K	Buy	68 +1	+1%	+$85	﹤0.01%	158
2025 Q2	$5.59K	Hold	67	–	–	﹤0.01%	160
2025 Q1	$5.07K	Buy	67 +10	+18%	+$748	﹤0.01%	162
2024 Q4	$4.01K	Buy	+57	New	+$4.21K	﹤0.01%	165

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 $424B AUM 22.94% 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

Punch & Associates Investment Management's IEFA Position: Q1 2026 in Review

Punch & Associates Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 53% in Q1 2026, buying an estimated $3.36K and bringing the position to 104 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Punch & Associates Investment Management first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,402 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Punch & Associates Investment Management held 104 shares of iShares Core MSCI EAFE ETF worth $9.41K as of Q1 2026.
Punch & Associates Investment Management bought 36 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.36K.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q1 2026, its #162 holding.
Punch & Associates Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.