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

Quotient 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 		$233M Buy
2,574,775
+207,631
+9% +$19.4M 6.13% 5
2025
Q4 		$212M Buy
2,367,144
+225,729
+11% +$20M 5.64% 5
2025
Q3 		$187M Buy
2,141,415
+53,799
+3% +$4.57M 5.12% 6
2025
Q2 		$174M Buy
2,087,616
+19,486
+0.9% +$1.55M 5.13% 6
2025
Q1 		$156M Sell
2,068,130
-79,522
-4% -$5.95M 5% 7
2024
Q4 		$151M Buy
2,147,652
+75,484
+4% +$5.57M 4.94% 9
2024
Q3 		$162M Buy
2,072,168
+20,904
+1% +$1.56M 5.32% 8
2024
Q2 		$149M Sell
2,051,264
-763,556
-27% -$56.2M 5.22% 8
2024
Q1 		$209M Buy
2,814,820
+260,192
+10% +$18.5M 7.46% 3
2023
Q4 		$180M Buy
+2,554,628
New +$168M 6.97% 3

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

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

Quotient Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.8% in Q1 2026, buying an estimated $19.4M and bringing the position to 2,574,775 shares worth $233M. The position accounts for 6.13% of the portfolio, ranked #5.

Quotient Wealth Partners first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Quotient Wealth Partners held 2,574,775 shares of iShares Core MSCI EAFE ETF worth $233M as of Q1 2026.
  • Quotient Wealth Partners bought 207,631 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $19.4M.
  • iShares Core MSCI EAFE ETF made up 6.13% of Quotient Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • Quotient Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.