Northwest Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Northwest Capital 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 Q4	–	Sell	-572	Closed	-$49.9K	–	151
2025 Q3	$49.9K	Sell	572 -6,795	-92%	-$577K	0.05%	118
2025 Q2	$615K	Sell	7,367 -297	-4%	-$23.6K	0.33%	68
2025 Q1	$580K	Buy	7,664 +2,171	+40%	+$162K	0.24%	72
2024 Q4	$386K	Buy	5,493 +787	+17%	+$58.1K	0.17%	78
2024 Q3	$367K	Sell	4,706 -336	-7%	-$25.2K	0.13%	77
2024 Q2	$366K	Sell	5,042 -903	-15%	-$66.4K	0.13%	74
2024 Q1	$441K	Hold	5,945	–	–	0.14%	79
2023 Q4	$418K	Hold	5,945	–	–	0.14%	77
2023 Q3	$383K	Sell	5,945 -193	-3%	-$12.9K	0.15%	72
2023 Q2	$414K	Sell	6,138 -194	-3%	-$13.2K	0.17%	69
2023 Q1	$423K	Sell	6,332 -2,742	-30%	-$180K	0.21%	65
2022 Q4	$559K	Buy	+9,074	New	+$534K	0.3%	56
2020 Q1	–	Sell	-4,189	Closed	-$273K	–	56
2019 Q4	$273K	Hold	4,189	–	–	0.25%	48
2019 Q3	$256K	Hold	4,189	–	–	0.27%	48
2019 Q2	$257K	Hold	4,189	–	–	0.28%	50
2019 Q1	$255K	Hold	4,189	–	–	0.31%	50
2018 Q4	$230K	Hold	4,189	–	–	0.32%	58
2018 Q3	$268K	Hold	4,189	–	–	0.28%	57
2018 Q2	$265K	Hold	4,189	–	–	0.33%	44
2018 Q1	$276K	Hold	4,189	–	–	0.3%	47
2017 Q4	$277K	Buy	+4,189	New	+$273K	0.3%	47

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Northwest Capital Management's IEFA Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 572 shares — an estimated $49.9K sold.

Northwest Capital Management first reported a position in IEFA in Q4 2017 and held it in 21 quarters. The position peaked at $615K in Q2 2025. 2,344 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Northwest Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 572 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $49.9K.
Northwest Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 21 quarters.
Northwest Capital Management's iShares Core MSCI EAFE ETF position peaked at $615K in Q2 2025.
2,344 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.