NWF Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NWF Advisory Services’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	$373K	Sell	4,115 -204	-5%	-$19K	0.04%	252
2025 Q4	$386K	Buy	4,319 +1,832	+74%	+$162K	0.04%	238
2025 Q3	$217K	Buy	2,487 +7	+0.3%	+$595	0.02%	361
2025 Q2	$207K	Buy	+2,480	New	+$197K	0.02%	378
2025 Q1	–	Sell	-5,750	Closed	-$404K	–	392
2024 Q4	$404K	Buy	+5,750	New	+$424K	0.06%	165
2023 Q4	–	Sell	-35,577	Closed	-$2.29M	–	309
2023 Q3	$2.29M	Sell	35,577 -1,068	-3%	-$71.5K	0.54%	37
2023 Q2	$2.47M	Hold	36,645	–	–	0.57%	38
2023 Q1	$2.47M	Buy	+36,645	New	+$2.4M	0.57%	38

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NWF Advisory Services's IEFA Position: Q1 2026 in Review

NWF Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.7% in Q1 2026, selling an estimated $19K and leaving 4,115 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #252.

NWF Advisory Services first reported a position in IEFA in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.47M in Q2 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

NWF Advisory Services held 4,115 shares of iShares Core MSCI EAFE ETF worth $373K as of Q1 2026.
NWF Advisory Services sold 204 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $19K.
iShares Core MSCI EAFE ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #252 holding.
NWF Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 8 quarters since.
NWF Advisory Services's iShares Core MSCI EAFE ETF position peaked at $2.47M in Q2 2023.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.