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Snowwater Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Snowwater Investment 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
Q2 		$309K Sell
3,195
-5,905
-65% -$567K 0.21% 75
2026
Q1 		$824K Hold
9,100
– – 0.78% 35
2025
Q4 		$814K Buy
+9,100
New +$805K 0.75% 32

Other funds holding IEFA

Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Snowwater Investment Partners's IEFA Position: Q2 2026 in Review

Snowwater Investment Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 65% in Q2 2026, selling an estimated $567K and leaving 3,195 shares worth $309K. The position accounts for 0.21% of the portfolio, ranked #75.

Snowwater Investment Partners first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $824K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Snowwater Investment Partners held 3,195 shares of iShares Core MSCI EAFE ETF worth $309K as of Q2 2026.
  • Snowwater Investment Partners sold 5,905 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $567K.
  • iShares Core MSCI EAFE ETF made up 0.21% of Snowwater Investment Partners's portfolio in Q2 2026, its #75 holding.
  • Snowwater Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Snowwater Investment Partners's iShares Core MSCI EAFE ETF position peaked at $824K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Snowwater Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.