Talon Private Wealth
IEFA icon

Talon Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Talon Private Wealth’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 		$988K Buy
10,225
+803
+9% +$77.1K 0.12% 115
2026
Q1 		$853K Buy
+9,422
New +$879K 0.11% 113
2025
Q2 		$838K Buy
10,041
+638
+7% +$50.6K 0.12% 109
2025
Q1 		$709K Buy
9,403
+614
+7% +$45.9K 0.1% 112
2024
Q4 		$618K Sell
8,789
-108
-1% -$7.97K 0.13% 73
2024
Q3 		$694K Buy
+8,897
New +$666K 0.15% 33

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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 $765B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Talon Private Wealth's IEFA Position: Q2 2026 in Review

Talon Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.5% in Q2 2026, buying an estimated $77.1K and bringing the position to 10,225 shares worth $988K. The position accounts for 0.12% of the portfolio, ranked #115.

Talon Private Wealth first reported a position in IEFA in Q3 2024 and has held it in 6 quarters since. 2,475 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Talon Private Wealth held 10,225 shares of iShares Core MSCI EAFE ETF worth $988K as of Q2 2026.
  • Talon Private Wealth bought 803 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $77.1K.
  • iShares Core MSCI EAFE ETF made up 0.12% of Talon Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Talon Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 6 quarters since.
  • 2,475 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.