UBS AM
IEFA icon

UBS AM’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

UBS AM’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 		$853M Sell
8,835,463
-1,409,537
-14% -$135M 0.16% 111
2026
Q1 		$927M Buy
10,245,000
+7,352,223
+254% +$686M 0.19% 93
2025
Q4 		$259M Buy
+2,892,777
New +$256M 0.05% 299
2025
Q3 		– Sell
-2,094,000
Closed -$175M – 2427
2025
Q2 		$175M Hold
2,094,000
– – 0.04% 413
2025
Q1 		$158M Hold
2,094,000
– – 0.04% 425
2024
Q4 		$147M Hold
2,094,000
– – 0.03% 437
2024
Q3 		$163M Sell
2,094,000
-380,000
-15% -$28.4M 0.04% 393
2024
Q2 		$180M Sell
2,474,000
-54,750,039
-96% -$4.03B 0.05% 327
2024
Q1 		$4.25B Buy
+57,224,039
New +$4.07B 1.51% 7
2022
Q4 		– Sell
-4,508,961
Closed -$237M – 2631
2022
Q3 		$237M Buy
+4,508,961
New +$265M 0.13% 163
2020
Q2 		– Sell
-507,000
Closed -$25.3M – 2495
2020
Q1 		$25.3M Buy
+507,000
New +$30.2M 0.02% 619
2019
Q4 		– Sell
-3,597,105
Closed -$220M – 2659
2019
Q3 		$220M Buy
3,597,105
+1,037,291
+41% +$62.6M 0.15% 145
2019
Q2 		$157M Sell
2,559,814
-330,882
-11% -$20.3M 0.11% 203
2019
Q1 		$176M Buy
2,890,696
+2,790,266
+2,778% +$165M 0.13% 173
2018
Q4 		$5.52M Sell
100,430
-1,550,141
-94% -$90.9M ﹤0.01% 1063
2018
Q3 		$106M Buy
1,650,571
+722,112
+78% +$46M 0.08% 279
2018
Q2 		$58.8M Buy
928,459
+688,399
+287% +$45.6M 0.05% 434
2018
Q1 		$15.8M Buy
240,060
+237,645
+9,840% +$16M 0.01% 812
2017
Q4 		$160K Buy
2,415
+1,954
+424% +$127K ﹤0.01% 2355
2017
Q3 		$29.6K Buy
461
+218
+90% +$13.6K ﹤0.01% 2421
2017
Q2 		$14.8K Buy
+243
New +$14.7K ﹤0.01% 2438

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 $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

UBS AM's IEFA Position: Q2 2026 in Review

UBS AM reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, selling an estimated $135M and leaving 8,835,463 shares worth $853M. The position accounts for 0.16% of the portfolio, ranked #111.

UBS AM first reported a position in IEFA in Q2 2017 and has held it in 21 quarters since. The position peaked at $4.25B in Q1 2024. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • UBS AM held 8,835,463 shares of iShares Core MSCI EAFE ETF worth $853M as of Q2 2026.
  • UBS AM sold 1,409,537 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $135M.
  • iShares Core MSCI EAFE ETF made up 0.16% of UBS AM's portfolio in Q2 2026, its #111 holding.
  • UBS AM first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 21 quarters since.
  • UBS AM's iShares Core MSCI EAFE ETF position peaked at $4.25B in Q1 2024.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.