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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
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
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

Adventist Health System West's IEFA Position: Q1 2026 in Review

Adventist Health System West opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 4,237 shares worth $384K. The stake represents 0.07% of the portfolio and ranks #12 among its holdings. This is a return to the name: Adventist Health System West previously reported a position in IEFA as recently as Q1 2024.

Adventist Health System West first reported a position in IEFA in Q4 2018 and has held it in 23 quarters since. The position peaked at $81.3M in Q3 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Adventist Health System West held 4,237 shares of iShares Core MSCI EAFE ETF worth $384K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Adventist Health System West position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.07% of Adventist Health System West's portfolio in Q1 2026, its #12 holding.
  • Adventist Health System West first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 23 quarters since.
  • Adventist Health System West's iShares Core MSCI EAFE ETF position peaked at $81.3M in Q3 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Adventist Health System West's 13F filing for Q1 2026, filed 12 May 2026.