FWG Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

FWG Investments’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	$292K	Buy	3,022 +136	+5%	+$13.1K	0.15%	101
2026 Q1	$261K	Buy	2,886 +246	+9%	+$23K	0.17%	109
2025 Q4	$236K	Sell	2,640 -75	-3%	-$6.63K	0.15%	101
2025 Q3	$237K	Buy	2,715 +124	+5%	+$10.5K	0.16%	96
2025 Q2	$216K	Buy	+2,591	New	+$206K	0.16%	99
2024 Q4	–	Sell	-2,620	Closed	-$204K	–	135
2024 Q3	$204K	Buy	+2,620	New	+$196K	0.18%	119
2024 Q1	–	Sell	-3,202	Closed	-$225K	–	116
2023 Q4	$225K	Buy	+3,202	New	+$211K	0.28%	89

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 22.9% 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

FWG Investments's IEFA Position: Q2 2026 in Review

FWG Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 3,022 shares worth $292K. The position accounts for 0.15% of the portfolio, ranked #101.

FWG Investments first reported a position in IEFA in Q4 2023 and has held it in 7 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

FWG Investments held 3,022 shares of iShares Core MSCI EAFE ETF worth $292K as of Q2 2026.
FWG Investments bought 136 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.1K.
iShares Core MSCI EAFE ETF made up 0.15% of FWG Investments's portfolio in Q2 2026, its #101 holding.
FWG Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 7 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.