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

Strategic 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 		$2.17M Buy
24,011
+2,724
+13% +$254K 0.15% 105
2025
Q4 		$1.9M Buy
21,287
+498
+2% +$44K 0.13% 112
2025
Q3 		$1.82M Buy
20,789
+3,228
+18% +$274K 0.14% 115
2025
Q2 		$1.47M Buy
+17,561
New +$1.39M 0.12% 120
2024
Q4 		$736K Buy
9,692
+327
+3% +$24.1K 0.06% 171
2024
Q3 		$731K Buy
9,365
+321
+4% +$24K 0.07% 166
2024
Q2 		$657K Sell
9,044
-5,603
-38% -$412K 0.07% 170
2024
Q1 		$1.09M Buy
14,647
+8,508
+139% +$606K 0.12% 126
2023
Q4 		$432K Sell
6,139
-487
-7% -$32.1K 0.05% 202
2023
Q3 		$426K Buy
6,626
+1,517
+30% +$102K 0.06% 219
2023
Q2 		$345K Sell
5,109
-3,253
-39% -$221K 0.04% 235
2023
Q1 		$559K Buy
8,362
+2,953
+55% +$194K 0.09% 169
2022
Q4 		$333K Sell
5,409
-878
-14% -$51.7K 0.06% 200
2022
Q3 		$331K Buy
6,287
+2,043
+48% +$120K 0.07% 212
2022
Q2 		$250K Buy
4,244
+31
+0.7% +$1.99K 0.05% 214
2022
Q1 		$293K Sell
4,213
-30,777
-88% -$2.18M 0.06% 209
2021
Q4 		$2.61M Sell
34,990
-1,123
-3% -$84.4K 0.5% 64
2021
Q3 		$2.68M Buy
36,113
+790
+2% +$60.1K 0.79% 29
2021
Q2 		$2.64M Sell
35,323
-2,298
-6% -$173K 0.86% 27
2021
Q1 		$2.71M Buy
37,621
+443
+1% +$31.7K 1.08% 20
2020
Q4 		$2.57M Sell
37,178
-282
-0.8% -$18.2K 1.08% 19
2020
Q3 		$2.26M Sell
37,460
-3,450
-8% -$208K 1.14% 16
2020
Q2 		$2.34M Buy
40,910
+32,514
+387% +$1.76M 1.21% 16
2020
Q1 		$548K Hold
8,396
– – 0.29% 89
2019
Q4 		$548K Sell
8,396
-5,987
-42% -$380K 0.29% 89
2019
Q3 		$377K Sell
14,383
-724
-5% -$43.7K 1.94% 7
2019
Q2 		$926K Sell
15,107
-1,123
-7% -$68.8K 0.45% 67
2019
Q1 		$994K Buy
16,230
+6,224
+62% +$367K 0.46% 70
2018
Q4 		$574K Buy
10,006
+8,228
+463% +$483K 0.29% 87
2018
Q3 		$114K Hold
1,778
– – 0.06% 165
2018
Q2 		$113K Sell
1,778
-31
-2% -$2.05K 0.07% 187
2018
Q1 		$119K Buy
+1,809
New +$122K 0.06% 177

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

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

Strategic Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q1 2026, buying an estimated $254K and bringing the position to 24,011 shares worth $2.17M. The position accounts for 0.15% of the portfolio, ranked #105.

Strategic Wealth Partners first reported a position in IEFA in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.71M in Q1 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Strategic Wealth Partners held 24,011 shares of iShares Core MSCI EAFE ETF worth $2.17M as of Q1 2026.
  • Strategic Wealth Partners bought 2,724 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $254K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Strategic Wealth Partners's portfolio in Q1 2026, its #105 holding.
  • Strategic Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 32 quarters since.
  • Strategic Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $2.71M in Q1 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.