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Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in ISHARES CORE MSCI EAFE ETF

Corient Private Wealth LP holds 3.4M shares of IEFA (ISHARES CORE MSCI EAFE ETF), worth $328.3M as of 2026-Q2. The position was increased (+1.6% shares). IEFA represents 0.4% of Corient Private Wealth LP's portfolio.

Current Value

$328.3M

Current Shares

3.4M

Total Value Change

+$244.1M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.4M
+1.6%
$328.3M0.4%$96.58
38
2026-Q1
Decreased
3.3M
-48.6%
$302M0.4%$89.07
0
2025-Q4
Increased
6.5M
+114.9%
$581.5M0.4%$88.02
61
2025-Q3
Increased
3M
+100.6%
$124.8M0.2%$84.28
58
2025-Q2
Increased
1.5M
+8.6%
$99M0.1%$80.58
39
2025-Q1
Decreased
1.4M
-1.9%
$105.3M0.2%$71.73
0
2024-Q4
Increased
1.4M
+2.3%
$99.2M0.2%$66.64
37
2024-Q3
Decreased
1.4M
-1.2%
$84.3M0.1%$72.87
0

Other major holders of IEFA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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