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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

New World Advisors's IEFA Position: Q1 2026 in Review

New World Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q1 2026, selling an estimated $79.9K and leaving 5,223 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #36.

New World Advisors first reported a position in IEFA in Q1 2019 and has held it in 21 quarters since. The position peaked at $923K in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • New World Advisors held 5,223 shares of iShares Core MSCI EAFE ETF worth $473K as of Q1 2026.
  • New World Advisors sold 856 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $79.9K.
  • iShares Core MSCI EAFE ETF made up 0.08% of New World Advisors's portfolio in Q1 2026, its #36 holding.
  • New World Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 21 quarters since.
  • New World Advisors's iShares Core MSCI EAFE ETF position peaked at $923K in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.