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Rathbones Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rathbones Group’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 		$552K Hold
6,100
– – ﹤0.01% 439
2025
Q4 		$546K Hold
6,100
– – ﹤0.01% 443
2025
Q3 		$533K Hold
6,100
– – ﹤0.01% 438
2025
Q2 		$509K Sell
6,100
-417
-6% -$33.1K ﹤0.01% 430
2025
Q1 		$493K Hold
6,517
– – ﹤0.01% 414
2024
Q4 		$458K Buy
6,517
+417
+7% +$30.8K ﹤0.01% 424
2024
Q3 		$476K Hold
6,100
– – ﹤0.01% 424
2024
Q2 		$443K Hold
6,100
– – ﹤0.01% 430
2024
Q1 		$453K Hold
6,100
– – ﹤0.01% 422
2023
Q4 		$429K Sell
6,100
-170
-3% -$11.2K ﹤0.01% 422
2023
Q3 		$403K Buy
+6,270
New +$420K ﹤0.01% 435

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

Rathbones Group's IEFA Position: Q1 2026 in Review

Rathbones Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 6,100 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Rathbones Group first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Rathbones Group held 6,100 shares of iShares Core MSCI EAFE ETF worth $552K as of Q1 2026.
  • Rathbones Group left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #439 holding.
  • Rathbones Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.