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Northwest & Ethical Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-58,128
Closed -$4.4M – 519
2025
Q1 		$4.4M Sell
58,128
-100,824
-63% -$7.54M 0.12% 189
2024
Q4 		$11.2M Sell
158,952
-174,120
-52% -$12.8M 0.3% 107
2024
Q3 		$26M Buy
333,072
+23,300
+8% +$1.74M 0.69% 39
2024
Q2 		$22.5M Buy
309,772
+72,200
+30% +$5.31M 0.65% 43
2024
Q1 		$17.6M Buy
237,572
+2,600
+1% +$185K 0.51% 62
2023
Q4 		$16.5M Sell
234,972
-70,200
-23% -$4.63M 0.51% 65
2023
Q3 		$19.6M Buy
305,172
+24,300
+9% +$1.63M 0.66% 42
2023
Q2 		$19M Sell
280,872
-4,000
-1% -$271K 0.61% 48
2023
Q1 		$19M Sell
284,872
-16,000
-5% -$1.05M 0.63% 39
2022
Q4 		$18.5M Sell
300,872
-25,600
-8% -$1.51M 0.64% 41
2022
Q3 		$17.2M Buy
326,472
+40,222
+14% +$2.37M 0.69% 37
2022
Q2 		$16.8M Sell
286,250
-17,400
-6% -$1.12M 0.63% 46
2022
Q1 		$21.1M Buy
303,650
+11,500
+4% +$813K 0.68% 41
2021
Q4 		$21.8M Buy
292,150
+30,600
+12% +$2.3M 0.64% 51
2021
Q3 		$19.4M Sell
261,550
-75,300
-22% -$5.73M 0.63% 50
2021
Q2 		$25.2M Buy
336,850
+12,200
+4% +$921K 0.82% 30
2021
Q1 		$23.4M Buy
324,650
+88,800
+38% +$6.35M 0.82% 26
2020
Q4 		$16.3M Buy
235,850
+16,200
+7% +$1.05M 0.62% 45
2020
Q3 		$13.2M Buy
219,650
+68,600
+45% +$4.14M 0.58% 50
2020
Q2 		$8.63M Buy
151,050
+76,100
+102% +$4.12M 0.41% 84
2020
Q1 		$3.74M Sell
74,950
-9,450
-11% -$562K 0.22% 132
2019
Q4 		$5.51M Buy
84,400
+59,300
+236% +$3.76M 0.25% 127
2019
Q3 		$1.53M Buy
+25,100
New +$1.52M 0.07% 281

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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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northwest & Ethical Investments's IEFA Position: Q2 2025 in Review

Northwest & Ethical Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 58,128 shares — an estimated $4.4M sold.

Northwest & Ethical Investments first reported a position in IEFA in Q3 2019 and held it in 23 quarters. The position peaked at $26M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Northwest & Ethical Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 58,128 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $4.4M.
  • Northwest & Ethical Investments first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 23 quarters.
  • Northwest & Ethical Investments's iShares Core MSCI EAFE ETF position peaked at $26M in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Northwest & Ethical Investments's 13F filing for Q2 2025, filed 13 Aug 2025.