UBS Group
IEFA icon

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

UBS Group’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 		$6.28B Buy
69,333,011
+47,841,826
+223% +$4.47B 0.94% 8
2025
Q4 		$1.92B Buy
21,491,185
+216,878
+1% +$19.2M 0.31% 42
2025
Q3 		$1.86B Buy
21,274,307
+390,193
+2% +$33.2M 0.29% 45
2025
Q2 		$1.74B Sell
20,884,114
-2,252,811
-10% -$179M 0.3% 46
2025
Q1 		$1.75B Sell
23,136,925
-1,284,457
-5% -$96M 0.32% 42
2024
Q4 		$1.72B Buy
24,421,382
+665,390
+3% +$49.1M 0.32% 42
2024
Q3 		$1.85B Buy
23,755,992
+273,690
+1% +$20.5M 0.4% 34
2024
Q2 		$1.71B Sell
23,482,302
-430,125
-2% -$31.7M 0.42% 33
2024
Q1 		$1.77B Buy
23,912,427
+188,415
+0.8% +$13.4M 0.44% 29
2023
Q4 		$1.67B Sell
23,724,012
-1,842,001
-7% -$121M 0.5% 28
2023
Q3 		$1.65B Buy
25,566,013
+455,295
+2% +$30.5M 0.57% 20
2023
Q2 		$1.69B Buy
25,110,718
+880,467
+4% +$59.7M 0.57% 22
2023
Q1 		$1.62B Buy
24,230,251
+1,497,650
+7% +$98.2M 0.59% 20
2022
Q4 		$1.4B Buy
22,732,601
+112,413
+0.5% +$6.62M 0.52% 24
2022
Q3 		$1.19B Sell
22,620,188
-132,760
-0.6% -$7.81M 0.52% 24
2022
Q2 		$1.34B Sell
22,752,948
-65,143
-0.3% -$4.18M 0.55% 21
2022
Q1 		$1.59B Buy
22,818,091
+1,288,333
+6% +$91.1M 0.53% 25
2021
Q4 		$1.61B Buy
21,529,758
+705,414
+3% +$53M 0.46% 31
2021
Q3 		$1.55B Buy
20,824,344
+827,685
+4% +$63M 0.49% 26
2021
Q2 		$1.5B Buy
19,996,659
+672,602
+3% +$50.8M 0.48% 26
2021
Q1 		$1.39B Buy
19,324,057
+318,857
+2% +$22.8M 0.46% 29
2020
Q4 		$1.31B Sell
19,005,200
-29,529,903
-61% -$1.91B 0.44% 36
2020
Q3 		$2.93B Buy
48,535,103
+286,488
+0.6% +$17.3M 1.1% 9
2020
Q2 		$2.76B Sell
48,248,615
-465,831
-1% -$25.2M 1.16% 6
2020
Q1 		$2.43B Buy
48,714,446
+3,074,705
+7% +$183M 1.15% 6
2019
Q4 		$2.98B Buy
45,639,741
+188,603
+0.4% +$12M 1.04% 6
2019
Q3 		$2.78B Buy
45,451,138
+4,643,763
+11% +$280M 1.07% 5
2019
Q2 		$2.51B Buy
40,807,375
+1,660,082
+4% +$102M 0.97% 6
2019
Q1 		$2.38B Buy
39,147,293
+3,064,822
+8% +$181M 0.98% 5
2018
Q4 		$1.98B Sell
36,082,471
-1,677,283
-4% -$98.4M 0.9% 8
2018
Q3 		$2.42B Buy
37,759,754
+2,663,178
+8% +$170M 0.96% 6
2018
Q2 		$2.22B Buy
35,096,576
+2,645,437
+8% +$175M 0.96% 7
2018
Q1 		$2.14B Buy
32,451,139
+4,800,318
+17% +$322M 0.92% 7
2017
Q4 		$1.83B Buy
27,650,821
+2,000,681
+8% +$130M 0.75% 10
2017
Q3 		$1.65B Buy
25,650,140
+3,762,312
+17% +$235M 0.76% 8
2017
Q2 		$1.33B Buy
21,887,828
+2,936,006
+15% +$177M 0.69% 9
2017
Q1 		$1.1B Buy
18,951,822
+9,375,126
+98% +$527M 0.6% 10
2016
Q4 		$514M Buy
9,576,696
+4,971,431
+108% +$267M 0.28% 68
2016
Q3 		$254M Buy
4,605,265
+599,206
+15% +$32.3M 0.15% 158
2016
Q2 		$208M Buy
4,006,059
+112,212
+3% +$6M 0.13% 175
2016
Q1 		$207M Buy
3,893,847
+300,457
+8% +$15.3M 0.14% 161
2015
Q4 		$195M Buy
3,593,390
+70,837
+2% +$3.93M 0.13% 182
2015
Q3 		$186M Buy
3,522,553
+1,452,872
+70% +$82.3M 0.13% 177
2015
Q2 		$121M Buy
2,069,681
+601,201
+41% +$36.6M 0.08% 266
2015
Q1 		$85.9M Buy
1,468,480
+411,564
+39% +$23.6M 0.06% 348
2014
Q4 		$58.5M Buy
+1,056,916
New +$59.9M 0.04% 473

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group's IEFA Position: Q1 2026 in Review

UBS Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 223% in Q1 2026, buying an estimated $4.47B and bringing the position to 69,333,011 shares worth $6.28B. The position accounts for 0.94% of the portfolio, ranked #8.

UBS Group first reported a position in IEFA in Q4 2014 and has held it in 46 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • UBS Group held 69,333,011 shares of iShares Core MSCI EAFE ETF worth $6.28B as of Q1 2026.
  • UBS Group bought 47,841,826 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $4.47B.
  • iShares Core MSCI EAFE ETF made up 0.94% of UBS Group's portfolio in Q1 2026, its #8 holding.
  • UBS Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.