Sutton Place Investors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sutton Place Investors’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	$833K	Sell	9,206 -78	-0.8%	-$7.28K	0.46%	57
2025 Q4	$831K	Buy	9,284 +140	+2%	+$12.4K	0.46%	57
2025 Q3	$798K	Sell	9,144 -9	-0.1%	-$765	0.46%	54
2025 Q2	$764K	Sell	9,153 -169	-2%	-$13.4K	0.46%	55
2025 Q1	$705K	Sell	9,322 -3,436	-27%	-$257K	0.47%	51
2024 Q4	$897K	Buy	12,758 +3,485	+38%	+$257K	0.52%	50
2024 Q3	$724K	Sell	9,273 -1,400	-13%	-$105K	0.44%	59
2024 Q2	$775K	Sell	10,673 -1,610	-13%	-$118K	0.52%	50
2024 Q1	$912K	Buy	12,283 +821	+7%	+$58.4K	0.45%	70
2023 Q4	$806K	Buy	+11,462	New	+$755K	0.58%	57
2022 Q3	–	Sell	-16,650	Closed	-$980K	–	66
2022 Q2	$980K	Sell	16,650 -183	-1%	-$11.7K	1.43%	22
2022 Q1	$1.12M	Buy	16,833 +2,831	+20%	+$200K	1.34%	23
2021 Q4	$1.04M	Buy	+14,002	New	+$1.05M	1.2%	24

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sutton Place Investors's IEFA Position: Q1 2026 in Review

Sutton Place Investors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.84% in Q1 2026, selling an estimated $7.28K and leaving 9,206 shares worth $833K. The position accounts for 0.46% of the portfolio, ranked #57.

Sutton Place Investors first reported a position in IEFA in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.12M in Q1 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Sutton Place Investors held 9,206 shares of iShares Core MSCI EAFE ETF worth $833K as of Q1 2026.
Sutton Place Investors sold 78 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.28K.
iShares Core MSCI EAFE ETF made up 0.46% of Sutton Place Investors's portfolio in Q1 2026, its #57 holding.
Sutton Place Investors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 13 quarters since.
Sutton Place Investors's iShares Core MSCI EAFE ETF position peaked at $1.12M in Q1 2022.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.