Question 1

Does Corient Private Wealth own IEFA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Corient Private Wealth holds 3,377,165 shares of IEFA (iShares Core MSCI EAFE ETF), worth $326.2M.

Question 2

How many shares of IEFA does Corient Private Wealth own?

Accepted Answer

As of its Q2 2026 13F, Corient Private Wealth holds 3,377,165 shares of IEFA (iShares Core MSCI EAFE ETF).

Question 3

What is Corient Private Wealth's IEFA position worth?

Accepted Answer

As of its Q2 2026 13F, Corient Private Wealth's IEFA position is worth $326.2M.

Question 4

Is Corient Private Wealth buying or selling IEFA?

Accepted Answer

In Q2 2026, Corient Private Wealth increased its IEFA position by 31,452 shares (+0.9%).

Question 5

When did Corient Private Wealth first buy IEFA?

Accepted Answer

Corient Private Wealth already held IEFA in its Q4 2022 13F, the earliest on record, and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.4M	+0.9%	$326.2M	0.5%	$96.58	37
2026-Q1	Increased	3.3M	+0.3%	$302M	0.4%	$89.07	37
2025-Q4	Increased	3.3M	+10.0%	$297.6M	0.4%	$88.02	41
2025-Q3	Increased	3M	+100.6%	$124.8M	0.2%	$84.28	58
2025-Q2	Increased	1.5M	+8.6%	$99M	0.1%	$80.58	39
2025-Q1	Decreased	1.4M	-1.9%	$105.3M	0.2%	$71.73	0
2024-Q4	Increased	1.4M	+2.3%	$99.2M	0.2%	$66.64	37
2024-Q3	Decreased	1.4M	-1.2%	$84.3M	0.1%	$72.87	0

IEFAShowing 8 of 15 quarters

IEFA
Showing 8 of 15 quarters