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RW Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RW Investment 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
Q1 		– Sell
-3,070
Closed -$216K – 101
2024
Q4 		$216K Buy
+3,070
New +$226K 0.03% 91

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RW Investment Management's IEFA Position: Q1 2025 in Review

RW Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 3,070 shares — an estimated $216K sold.

RW Investment Management first reported a position in IEFA in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • RW Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • RW Investment Management sold 3,070 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $216K.
  • RW Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • RW Investment Management's iShares Core MSCI EAFE ETF position peaked at $216K in Q4 2024.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on RW Investment Management's 13F filing for Q1 2025, filed 13 May 2025.