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Wick Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wick Capital 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 		$17M Buy
168,170
+4,944
+3% +$461K 3.09% 8
2025
Q4 		$16.6M Buy
163,226
+14,517
+10% +$1.28M 2.98% 9
2025
Q3 		$15.1M Buy
148,709
+143,831
+2,949% +$12.2M 3.6% 6
2025
Q2 		$14.7M Sell
4,878
-143,801
-97% -$11.4M 3.83% 5
2025
Q1 		$13.7M Sell
148,679
-7,452
-5% -$557K 4.08% 5
2024
Q4 		$14.5M Buy
156,131
+6,026
+4% +$445K 4.28% 5
2024
Q3 		$14.2M Sell
150,105
-2,141
-1% -$160K 4.6% 5
2024
Q2 		$13.3M Buy
152,246
+5,658
+4% +$416K 4.62% 5
2024
Q1 		$13.2M Sell
146,588
-853
-0.6% -$60.7K 12.82% 2
2023
Q4 		$12.3M Sell
147,441
-9,190
-6% -$606K 5.15% 5
2023
Q3 		$11.7M Buy
156,631
+148,651
+1,863% +$9.95M 6.55% 4
2023
Q2 		$539K Hold
7,980
– – 0.32% 29
2023
Q1 		$533K Sell
7,980
-581
-7% -$38.1K 0.31% 35
2022
Q4 		$528K Sell
8,561
-1,903
-18% -$112K 0.3% 36
2022
Q3 		$551K Buy
10,464
+76
+0.7% +$4.47K 0.36% 27
2022
Q2 		$611K Sell
10,388
-851
-8% -$54.6K 0.43% 22
2022
Q1 		$781K Sell
11,239
-14,754
-57% -$1.04M 0.51% 21
2021
Q4 		$1.94M Buy
+25,993
New +$1.95M 1.5% 11

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

Wick Capital Partners's IEFA Position: Q1 2026 in Review

Wick Capital Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q1 2026, buying an estimated $461K and bringing the position to 168,170 shares worth $17M. The position accounts for 3.09% of the portfolio, ranked #8.

Wick Capital Partners first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Wick Capital Partners held 168,170 shares of iShares Core MSCI EAFE ETF worth $17M as of Q1 2026.
  • Wick Capital Partners bought 4,944 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $461K.
  • iShares Core MSCI EAFE ETF made up 3.09% of Wick Capital Partners's portfolio in Q1 2026, its #8 holding.
  • Wick Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.