Laird Norton Wetherby Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$2.77M	Buy	31,761 +482	+2%	+$41K	0.11%	171
2025 Q2	$2.61M	Buy	+31,279	New	+$2.48M	0.12%	169
2024 Q4	$2.15M	Sell	30,570 -710	-2%	-$52.4K	0.1%	195
2024 Q3	$2.44M	Buy	31,280 +1,044	+3%	+$78.2K	0.11%	183
2024 Q2	$2.2M	Buy	30,236 +304	+1%	+$22.4K	0.1%	197
2024 Q1	$2.22M	Buy	29,932 +16	+0.1%	+$1.14K	0.11%	203
2023 Q4	$2.1M	Sell	29,916 -37,563	-56%	-$2.48M	0.11%	193
2023 Q3	$4.34M	Hold	67,479	–	–	0.25%	72
2023 Q2	$4.55M	Sell	67,479 -3	-0%	-$203	0.25%	71
2023 Q1	$4.51M	Sell	67,482 -1,926	-3%	-$126K	0.26%	66
2022 Q4	$4.28M	Buy	69,408 +2,155	+3%	+$127K	0.27%	65
2022 Q3	$3.54M	Buy	67,253 +37,464	+126%	+$2.2M	0.25%	70
2022 Q2	$1.75M	Sell	29,789 -1,323	-4%	-$84.9K	0.12%	171
2022 Q1	$2.16M	Sell	31,112 -6,220	-17%	-$440K	0.12%	152
2021 Q4	$2.79M	Buy	37,332 +41	+0.1%	+$3.08K	0.16%	116
2021 Q3	$2.77M	Buy	37,291 +24	+0.1%	+$1.83K	0.17%	113
2021 Q2	$2.79M	Buy	37,267 +2,254	+6%	+$170K	0.17%	110
2021 Q1	$2.52M	Sell	35,013 -2,430	-6%	-$174K	0.19%	99
2020 Q4	$2.59M	Buy	37,443 +8,716	+30%	+$564K	0.18%	107
2020 Q3	$1.73M	Sell	28,727 -3,421	-11%	-$206K	0.15%	129
2020 Q2	$1.84M	Buy	32,148 +20,293	+171%	+$1.1M	0.17%	117
2020 Q1	$591K	Buy	11,855 +5,891	+99%	+$351K	0.07%	286
2019 Q4	$389K	Sell	5,964 -732	-11%	-$46.4K	0.04%	468
2019 Q3	$409K	Buy	+6,696	New	+$404K	0.04%	453
2019 Q1	–	Sell	-3,750	Closed	-$206K	–	667
2018 Q4	$206K	Sell	3,750 -11,551	-75%	-$678K	0.03%	578
2018 Q3	$980K	Buy	15,301 +4,481	+41%	+$286K	0.12%	193
2018 Q2	$686K	Buy	10,820 +2,065	+24%	+$137K	0.09%	259
2018 Q1	$577K	Hold	8,755	–	–	0.08%	304
2017 Q4	$579K	Buy	+8,755	New	+$571K	0.08%	311

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IEFA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q3 2025, buying an estimated $41K and bringing the position to 31,761 shares worth $2.77M. The position accounts for 0.11% of the portfolio, ranked #171.

Laird Norton Wetherby Wealth Management first reported a position in IEFA in Q4 2017 and has held it in 29 quarters since. The position peaked at $4.55M in Q2 2023. 2,135 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Laird Norton Wetherby Wealth Management held 31,761 shares of iShares Core MSCI EAFE ETF worth $2.77M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 482 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $41K.
iShares Core MSCI EAFE ETF made up 0.11% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #171 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 29 quarters since.
Laird Norton Wetherby Wealth Management's iShares Core MSCI EAFE ETF position peaked at $4.55M in Q2 2023.
2,135 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.