Adventist Health System West’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Adventist Health System West’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	$409K	Hold	4,237	–	–	0.06%	11
2026 Q1	$384K	Buy	+4,237	New	+$395K	0.07%	12
2024 Q2	–	Sell	-760,220	Closed	-$56.4M	–	8
2024 Q1	$56.4M	Hold	760,220	–	–	10.15%	2
2023 Q4	$53.5M	Hold	760,220	–	–	10.36%	3
2023 Q3	$48.9M	Sell	760,220 -57,800	-7%	-$3.87M	10.35%	3
2023 Q2	$55.2M	Hold	818,020	–	–	10.83%	2
2023 Q1	$54.7M	Hold	818,020	–	–	11.31%	2
2022 Q4	$50.4M	Hold	818,020	–	–	11.03%	2
2022 Q3	$43.1M	Hold	818,020	–	–	10.15%	4
2022 Q2	$48.1M	Hold	818,020	–	–	10.58%	4
2022 Q1	$56.9M	Hold	818,020	–	–	10.74%	3
2021 Q4	$61.1M	Sell	818,020 -276,904	-25%	-$20.8M	9.14%	3
2021 Q3	$81.3M	Buy	1,094,924 +486,957	+80%	+$37M	12.32%	2
2021 Q2	$45.5M	Hold	607,967	–	–	6.66%	2
2021 Q1	$43.8M	Sell	607,967 -35,860	-6%	-$2.56M	6.51%	3
2020 Q4	$44.5M	Buy	643,827 +107,360	+20%	+$6.94M	6.92%	3
2020 Q3	$32.3M	Buy	536,467 +80,710	+18%	+$4.87M	5.34%	4
2020 Q2	$26.1M	Buy	455,757 +79,300	+21%	+$4.3M	5.55%	4
2020 Q1	$18.8M	Buy	376,457 +325,400	+637%	+$19.4M	5.54%	3
2019 Q4	$3.33M	Sell	51,057 -199,280	-80%	-$12.6M	1.14%	3
2019 Q3	$15.3M	Sell	250,337 -600,600	-71%	-$36.3M	4.99%	3
2019 Q2	$52.2M	Sell	850,937 -185,803	-18%	-$11.4M	17.48%	2
2019 Q1	$63M	Buy	1,036,740 +98,780	+11%	+$5.83M	20.16%	2
2018 Q4	$51.6M	Buy	+937,960	New	+$55M	20.39%	2

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Adventist Health System West's IEFA Position: Q2 2026 in Review

Adventist Health System West held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,237 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #11.

Adventist Health System West first reported a position in IEFA in Q4 2018 and has held it in 24 quarters since. The position peaked at $81.3M in Q3 2021. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Adventist Health System West held 4,237 shares of iShares Core MSCI EAFE ETF worth $409K as of Q2 2026.
Adventist Health System West left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.06% of Adventist Health System West's portfolio in Q2 2026, its #11 holding.
Adventist Health System West first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
Adventist Health System West's iShares Core MSCI EAFE ETF position peaked at $81.3M in Q3 2021.
2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Adventist Health System West's 13F filing for Q2 2026, filed 14 Aug 2026.