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Purpose Unlimited Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Purpose Unlimited Inc’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 		$33M Buy
364,353
+14,395
+4% +$1.34M 1.36% 17
2025
Q4 		$31.3M Buy
+349,958
New +$30.9M 1.43% 19

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Purpose Unlimited Inc's IEFA Position: Q1 2026 in Review

Purpose Unlimited Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.1% in Q1 2026, buying an estimated $1.34M and bringing the position to 364,353 shares worth $33M. The position accounts for 1.36% of the portfolio, ranked #17.

Purpose Unlimited Inc first reported a position in IEFA in Q4 2025 and has held it in 2 quarters since. 2,405 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Purpose Unlimited Inc held 364,353 shares of iShares Core MSCI EAFE ETF worth $33M as of Q1 2026.
  • Purpose Unlimited Inc bought 14,395 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.34M.
  • iShares Core MSCI EAFE ETF made up 1.36% of Purpose Unlimited Inc's portfolio in Q1 2026, its #17 holding.
  • Purpose Unlimited Inc first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,405 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.