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

Pursue 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
2026
Q1 		$205K Hold
2,266
– – 0.12% 97
2025
Q4 		$203K Buy
+2,266
New +$200K 0.1% 100
2022
Q2 		– Sell
-2,546
Closed -$175K – 165
2022
Q1 		$175K Buy
+2,546
New +$180K 0.07% 137

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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 $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pursue Wealth Partners's IEFA Position: Q1 2026 in Review

Pursue Wealth Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 2,266 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #97.

Pursue Wealth Partners first reported a position in IEFA in Q1 2022 and has held it in 3 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Pursue Wealth Partners held 2,266 shares of iShares Core MSCI EAFE ETF worth $205K as of Q1 2026.
  • Pursue Wealth Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.12% of Pursue Wealth Partners's portfolio in Q1 2026, its #97 holding.
  • Pursue Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 3 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.