Kathleen S. Wright Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$140K	Hold	1,601	–	–	0.05%	114
2025 Q2	$134K	Hold	1,601	–	–	0.05%	116
2025 Q1	$121K	Buy	+1,601	New	+$120K	0.05%	119
2022 Q4	–	Sell	-2,150	Closed	-$113K	–	200
2022 Q3	$113K	Buy	2,150 +59	+3%	+$3.47K	0.09%	95
2022 Q2	$123K	Buy	2,091 +154	+8%	+$9.88K	0.1%	86
2022 Q1	$135K	Buy	1,937 +112	+6%	+$7.92K	0.1%	88
2021 Q4	$136K	Buy	+1,825	New	+$137K	0.1%	88

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Kathleen S. Wright Associates's IEFA Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2025 at 1,601 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #114.

Kathleen S. Wright Associates first reported a position in IEFA in Q4 2021 and has held it in 7 quarters since. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Kathleen S. Wright Associates held 1,601 shares of iShares Core MSCI EAFE ETF worth $140K as of Q3 2025.
Kathleen S. Wright Associates left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2025.
iShares Core MSCI EAFE ETF made up 0.05% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #114 holding.
Kathleen S. Wright Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 7 quarters since.
2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.