NWA
IEFA icon

New World Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

New World Advisors’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 		$478K Sell
4,948
-275
-5% -$26.4K 0.08% 44
2026
Q1 		$473K Sell
5,223
-856
-14% -$79.9K 0.08% 36
2025
Q4 		$544K Sell
6,079
-435
-7% -$38.5K 0.09% 32
2025
Q3 		$569K Sell
6,514
-842
-11% -$71.5K 0.1% 30
2025
Q2 		$614K Sell
7,356
-199
-3% -$15.8K 0.13% 28
2025
Q1 		$572K Sell
7,555
-598
-7% -$44.7K 0.13% 29
2024
Q4 		$573K Buy
8,153
+249
+3% +$18.4K 0.14% 26
2024
Q3 		$617K Sell
7,904
-283
-3% -$21.2K 0.16% 24
2024
Q2 		$595K Buy
8,187
+124
+2% +$9.13K 0.17% 22
2024
Q1 		$598K Buy
8,063
+543
+7% +$38.7K 0.17% 23
2023
Q4 		$529K Buy
7,520
+1,652
+28% +$109K 0.16% 25
2023
Q3 		$378K Buy
5,868
+175
+3% +$11.7K 0.13% 31
2023
Q2 		$384K Buy
5,693
+298
+6% +$20.2K 0.14% 34
2023
Q1 		$361K Sell
5,395
-677
-11% -$44.4K 0.14% 37
2022
Q4 		$374K Buy
6,072
+1,787
+42% +$105K 0.13% 37
2022
Q3 		$226K Buy
4,285
+101
+2% +$5.94K 0.11% 49
2022
Q2 		$242K Sell
4,184
-991
-19% -$63.6K 0.13% 54
2022
Q1 		$350K Sell
5,175
-7,194
-58% -$509K 0.18% 35
2021
Q4 		$923K Buy
12,369
+7,144
+137% +$537K 0.42% 17
2021
Q3 		$400K Buy
+5,225
New +$397K 0.18% 32
2021
Q2 		– Sell
-4,162
Closed -$300K – 102
2021
Q1 		$300K Buy
+4,162
New +$297K 0.16% 18
2019
Q2 		– Sell
-79
Closed -$5K – 61
2019
Q1 		$5K Buy
+79
New +$4.66K ﹤0.01% 106

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

New World Advisors's IEFA Position: Q2 2026 in Review

New World Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q2 2026, selling an estimated $26.4K and leaving 4,948 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #44.

New World Advisors first reported a position in IEFA in Q1 2019 and has held it in 22 quarters since. The position peaked at $923K in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • New World Advisors held 4,948 shares of iShares Core MSCI EAFE ETF worth $478K as of Q2 2026.
  • New World Advisors sold 275 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $26.4K.
  • iShares Core MSCI EAFE ETF made up 0.08% of New World Advisors's portfolio in Q2 2026, its #44 holding.
  • New World Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 22 quarters since.
  • New World Advisors's iShares Core MSCI EAFE ETF position peaked at $923K in Q4 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.