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

Quadrant Private 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
2026 Q1	$3.08M	Buy	34,065 +5,102	+18%	+$476K	0.48%	65
2025 Q4	$2.59M	Buy	28,963 +3,246	+13%	+$287K	0.42%	68
2025 Q3	$2.25M	Sell	25,717 -5,848	-19%	-$497K	0.41%	73
2025 Q2	$2.64M	Buy	31,565 +779	+3%	+$61.8K	0.55%	51
2025 Q1	$2.33M	Buy	30,786 +8,780	+40%	+$657K	0.58%	57
2024 Q4	$1.55M	Sell	22,006 -1,494	-6%	-$110K	0.38%	70
2024 Q3	$1.83M	Buy	23,500 +2,832	+14%	+$212K	0.45%	65
2024 Q2	$1.5M	Buy	20,668 +2,321	+13%	+$171K	0.34%	73
2024 Q1	$1.36M	Buy	18,347 +1,307	+8%	+$93K	0.34%	76
2023 Q4	$1.2M	Sell	17,040 -2,456	-13%	-$162K	0.33%	75
2023 Q3	$1.25M	Sell	19,496 -1,168	-6%	-$78.2K	0.42%	64
2023 Q2	$1.39M	Buy	20,664 +1,593	+8%	+$108K	0.4%	63
2023 Q1	$1.27M	Buy	19,071 +3,482	+22%	+$228K	0.4%	69
2022 Q4	$961K	Buy	+15,589	New	+$917K	0.32%	78
2022 Q2	$391K	Sell	6,636 -574	-8%	-$36.8K	0.16%	120
2022 Q1	$501K	Sell	7,210 -331	-4%	-$23.4K	0.19%	112
2021 Q4	$563K	Sell	7,541 -5,048	-40%	-$379K	0.21%	100
2021 Q3	$935K	Sell	12,589 -430	-3%	-$32.7K	0.39%	69
2021 Q2	$975K	Sell	13,019 -5	-0%	-$377	0.4%	64
2021 Q1	$938K	Sell	13,024 -3,075	-19%	-$220K	0.41%	63
2020 Q4	$1.11M	Sell	16,099 -599	-4%	-$38.7K	0.5%	56
2020 Q3	$1.01M	Buy	16,698 +845	+5%	+$51K	0.51%	50
2020 Q2	$906K	Buy	15,853 +4,227	+36%	+$229K	0.52%	50
2020 Q1	$580K	Buy	11,626 +6,230	+115%	+$371K	0.48%	59
2019 Q4	$352K	Sell	5,396 -358	-6%	-$22.7K	0.32%	77
2019 Q3	$351K	Buy	5,754 +273	+5%	+$16.5K	0.32%	71
2019 Q2	$337K	Buy	5,481 +928	+20%	+$56.9K	0.31%	74
2019 Q1	$277K	Sell	4,553 -132	-3%	-$7.79K	0.25%	80
2018 Q4	$258K	Sell	4,685 -8	-0.2%	-$469	0.27%	78
2018 Q3	$301K	Hold	4,693	–	–	0.27%	74
2018 Q2	$297K	Sell	4,693 -547	-10%	-$36.2K	0.29%	73
2018 Q1	$345K	Buy	+5,240	New	+$352K	0.45%	50

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 $374B AUM 17.66% 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

Quadrant Private Wealth Management's IEFA Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q1 2026, buying an estimated $476K and bringing the position to 34,065 shares worth $3.08M. The position accounts for 0.48% of the portfolio, ranked #65.

Quadrant Private Wealth Management first reported a position in IEFA in Q1 2018 and has held it in 32 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Quadrant Private Wealth Management held 34,065 shares of iShares Core MSCI EAFE ETF worth $3.08M as of Q1 2026.
Quadrant Private Wealth Management bought 5,102 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $476K.
iShares Core MSCI EAFE ETF made up 0.48% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #65 holding.
Quadrant Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 32 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.