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

Quantum Private Wealth’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
Q1 		– Sell
-4,831
Closed -$340K – 172
2024
Q4 		$340K Hold
4,831
– – 0.11% 141
2024
Q3 		$377K Sell
4,831
-641
-12% -$48K 0.13% 136
2024
Q2 		$397K Buy
+5,472
New +$403K 0.14% 121

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Quantum Private Wealth's IEFA Position: Q1 2025 in Review

Quantum Private Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 4,831 shares — an estimated $340K sold.

Quantum Private Wealth first reported a position in IEFA in Q2 2024 and held it in 3 quarters. The position peaked at $397K in Q2 2024. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Quantum Private Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Quantum Private Wealth sold 4,831 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $340K.
  • Quantum Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and held it in 3 quarters.
  • Quantum Private Wealth's iShares Core MSCI EAFE ETF position peaked at $397K in Q2 2024.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Quantum Private Wealth's 13F filing for Q1 2025, filed 13 May 2025.