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

Destination 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 		$650K Sell
7,180
-967
-12% -$90.3K 0.02% 184
2025
Q4 		$729K Sell
8,147
-107
-1% -$9.46K 0.02% 162
2025
Q3 		$721K Sell
8,254
-5,713
-41% -$485K 0.02% 149
2025
Q2 		$1.17M Buy
13,967
+1,139
+9% +$90.4K 0.03% 133
2025
Q1 		$970K Buy
12,828
+1,101
+9% +$82.3K 0.03% 132
2024
Q4 		$824K Buy
11,727
+282
+2% +$20.8K 0.03% 131
2024
Q3 		$893K Buy
11,445
+308
+3% +$23.1K 0.03% 128
2024
Q2 		$809K Buy
11,137
+2,367
+27% +$174K 0.03% 126
2024
Q1 		$651K Sell
8,770
-2,032
-19% -$145K 0.02% 136
2023
Q4 		$760K Buy
10,802
+5,899
+120% +$389K 0.03% 132
2023
Q3 		$316K Sell
4,903
-470
-9% -$31.5K 0.01% 161
2023
Q2 		$363K Sell
5,373
-2,066
-28% -$140K 0.01% 159
2023
Q1 		$497K Buy
7,439
+2,360
+46% +$155K 0.02% 147
2022
Q4 		$313K Buy
5,079
+843
+20% +$49.6K 0.01% 168
2022
Q3 		$223K Buy
+4,236
New +$249K 0.01% 178
2022
Q1 		– Sell
-2,701
Closed -$202K – 198
2021
Q4 		$202K Buy
+2,701
New +$203K 0.01% 198
2019
Q3 		– Sell
-434
Closed -$27K – 295
2019
Q2 		$27K Buy
434
+270
+165% +$16.5K ﹤0.01% 354
2019
Q1 		$10K Sell
164
-1,392
-89% -$82.2K ﹤0.01% 475
2018
Q4 		$86K Buy
1,556
+1,238
+389% +$72.6K 0.01% 195
2018
Q3 		$20K Buy
318
+106
+50% +$6.76K ﹤0.01% 398
2018
Q2 		$13K Buy
212
+153
+259% +$10.1K ﹤0.01% 377
2018
Q1 		$4K Buy
+59
New +$3.96K ﹤0.01% 467

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

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

Destination Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, selling an estimated $90.3K and leaving 7,180 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #184.

Destination Wealth Management first reported a position in IEFA in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.17M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Destination Wealth Management held 7,180 shares of iShares Core MSCI EAFE ETF worth $650K as of Q1 2026.
  • Destination Wealth Management sold 967 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $90.3K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Destination Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 22 quarters since.
  • Destination Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.17M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.