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

Tradewinds 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
2026 Q2	$130K	Hold	1,347	–	–	0.02%	143
2026 Q1	$122K	Sell	1,347 -224	-14%	-$20.9K	0.02%	137
2025 Q4	$141K	Hold	1,571	–	–	0.03%	121
2025 Q3	$137K	Hold	1,571	–	–	0.03%	117
2025 Q2	$131K	Hold	1,571	–	–	0.03%	116
2025 Q1	$119K	Hold	1,571	–	–	0.03%	126
2024 Q4	$110K	Sell	1,571 -282	-15%	-$20.8K	0.03%	148
2024 Q3	$145K	Buy	1,853 +282	+18%	+$21.1K	0.04%	106
2024 Q2	$114K	Buy	1,571 +1,259	+404%	+$92.6K	0.03%	113
2024 Q1	$23.2K	Hold	312	–	–	0.01%	217
2023 Q4	$21.9K	Hold	312	–	–	0.01%	187
2023 Q3	$20.1K	Hold	312	–	–	0.01%	184
2023 Q2	$21.1K	Hold	312	–	–	0.01%	180
2023 Q1	$20.9K	Sell	312 -348	-53%	-$22.8K	0.01%	180
2022 Q4	$40.7K	Buy	660 +308	+88%	+$18.1K	0.02%	119
2022 Q3	$19K	Sell	352 -16	-4%	-$941	0.01%	158
2022 Q2	$22K	Sell	368 -87	-19%	-$5.58K	0.01%	151
2022 Q1	$32K	Buy	455 +40	+10%	+$2.83K	0.01%	308
2021 Q4	$31K	Buy	415 +5	+1%	+$376	﹤0.01%	317
2021 Q3	$30K	Sell	410 -113	-22%	-$8.6K	0.01%	313
2021 Q2	$39K	Buy	523 +189	+57%	+$14.3K	0.01%	280
2021 Q1	$24K	Buy	334 +22	+7%	+$1.57K	﹤0.01%	324
2020 Q4	$22K	Hold	312	–	–	﹤0.01%	311
2020 Q3	$19K	Hold	312	–	–	﹤0.01%	310
2020 Q2	$18K	Hold	312	–	–	﹤0.01%	306
2020 Q1	$16K	Buy	+312	New	+$18.6K	0.01%	292
2019 Q1	–	Sell	-239	Closed	-$13K	–	620
2018 Q4	$13K	Buy	+239	New	+$14K	0.01%	335

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tradewinds Capital Management's IEFA Position: Q2 2026 in Review

Tradewinds Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 1,347 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #143.

Tradewinds Capital Management first reported a position in IEFA in Q4 2018 and has held it in 27 quarters since. The position peaked at $145K in Q3 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tradewinds Capital Management held 1,347 shares of iShares Core MSCI EAFE ETF worth $130K as of Q2 2026.
Tradewinds Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Tradewinds Capital Management's portfolio in Q2 2026, its #143 holding.
Tradewinds Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
Tradewinds Capital Management's iShares Core MSCI EAFE ETF position peaked at $145K in Q3 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.