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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FWG Investments's IEFA Position: Q1 2026 in Review

FWG Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.3% in Q1 2026, buying an estimated $23K and bringing the position to 2,886 shares worth $261K. The position accounts for 0.17% of the portfolio, ranked #109.

FWG Investments first reported a position in IEFA in Q4 2023 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

FWG Investments held 2,886 shares of iShares Core MSCI EAFE ETF worth $261K as of Q1 2026.
FWG Investments bought 246 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $23K.
iShares Core MSCI EAFE ETF made up 0.17% of FWG Investments's portfolio in Q1 2026, its #109 holding.
FWG Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.