Pursuit Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pursuit Wealth 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
2025 Q4	$735K	Buy	+8,213	New	+$726K	0.63%	54

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pursuit Wealth Management's IEFA Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q4 2025: 8,213 shares worth $735K. The stake represents 0.63% of the portfolio and ranks #54 among its holdings.

2,343 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Pursuit Wealth Management held 8,213 shares of iShares Core MSCI EAFE ETF worth $735K as of Q4 2025.
iShares Core MSCI EAFE ETF was a new Pursuit Wealth Management position in Q4 2025.
iShares Core MSCI EAFE ETF made up 0.63% of Pursuit Wealth Management's portfolio in Q4 2025, its #54 holding.
2,343 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.