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EWA LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EWA LLC’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 		$7.98M Sell
82,610
-3,237
-4% -$311K 1.46% 12
2026
Q1 		$7.77M Buy
85,847
+33,147
+63% +$3.09M 1.76% 12
2025
Q4 		$4.71M Sell
52,700
-677
-1% -$59.9K 1.15% 21
2025
Q3 		$4.66M Sell
53,377
-18,236
-25% -$1.55M 1.29% 19
2025
Q2 		$5.98M Buy
71,613
+9,048
+14% +$718K 1.88% 14
2025
Q1 		$4.73M Sell
62,565
-15,188
-20% -$1.14M 1.76% 13
2024
Q4 		$5.46M Buy
77,753
+5,208
+7% +$384K 2.05% 11
2024
Q3 		$5.23M Buy
72,545
+50,189
+224% +$3.76M 1.87% 13
2024
Q2 		$1.66M Buy
22,356
+374
+2% +$27.5K 0.69% 22
2024
Q1 		$1.64M Sell
21,982
-111,887
-84% -$7.96M 0.74% 23
2023
Q4 		$9.37M Buy
133,869
+11,482
+9% +$757K 4.57% 7
2023
Q3 		$7.91M Buy
122,387
+3,439
+3% +$230K 5.12% 4
2023
Q2 		$8.03M Buy
118,948
+843
+0.7% +$57.2K 5.5% 4
2023
Q1 		$8.07M Buy
+118,105
New +$7.74M 6% 4

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA LLC's IEFA Position: Q2 2026 in Review

EWA LLC reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, selling an estimated $311K and leaving 82,610 shares worth $7.98M. The position accounts for 1.46% of the portfolio, ranked #12.

EWA LLC first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.37M in Q4 2023. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • EWA LLC held 82,610 shares of iShares Core MSCI EAFE ETF worth $7.98M as of Q2 2026.
  • EWA LLC sold 3,237 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $311K.
  • iShares Core MSCI EAFE ETF made up 1.46% of EWA LLC's portfolio in Q2 2026, its #12 holding.
  • EWA LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • EWA LLC's iShares Core MSCI EAFE ETF position peaked at $9.37M in Q4 2023.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.