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Angeles Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Angeles Wealth Management’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 		$1.09M Sell
12,042
-735
-6% -$68.6K 0.06% 132
2025
Q4 		$1.14M Buy
12,777
+3,688
+41% +$326K 0.06% 128
2025
Q3 		$794K Buy
9,089
+3,004
+49% +$255K 0.05% 142
2025
Q2 		$508K Buy
6,085
+5,247
+626% +$416K 0.03% 181
2025
Q1 		$63.4K Buy
838
+205
+32% +$15.3K 0.01% 322
2024
Q4 		$44.5K Sell
633
-554
-47% -$40.9K ﹤0.01% 340
2024
Q3 		$92.6K Hold
1,187
– – 0.01% 288
2024
Q2 		$86.2K Hold
1,187
– – 0.01% 253
2024
Q1 		$88.1K Hold
1,187
– – 0.01% 243
2023
Q4 		$83.5K Buy
1,187
+293
+33% +$19.3K 0.01% 216
2023
Q3 		$57.5K Sell
894
-310
-26% -$20.8K 0.01% 194
2023
Q2 		$81.3K Buy
1,204
+7
+0.6% +$475 0.01% 198
2023
Q1 		$80K Hold
1,197
– – 0.01% 185
2022
Q4 		$73.8K Sell
1,197
-443
-27% -$26.1K 0.01% 188
2022
Q3 		$86K Hold
1,640
– – 0.02% 185
2022
Q2 		$97K Hold
1,640
– – 0.02% 175
2022
Q1 		$114K Buy
+1,640
New +$116K 0.02% 174

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

Angeles Wealth Management's IEFA Position: Q1 2026 in Review

Angeles Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q1 2026, selling an estimated $68.6K and leaving 12,042 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #132.

Angeles Wealth Management first reported a position in IEFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Angeles Wealth Management held 12,042 shares of iShares Core MSCI EAFE ETF worth $1.09M as of Q1 2026.
  • Angeles Wealth Management sold 735 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $68.6K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Angeles Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.14M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.