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W Advisors LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

W Advisors LLC’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 		$1.44M Hold
14,948
– – 0.66% 35
2026
Q1 		$1.35M Sell
14,948
-27
-0.2% -$2.52K 0.69% 37
2025
Q4 		$1.34M Buy
14,975
+498
+3% +$44K 0.67% 35
2025
Q3 		$1.26M Sell
14,477
-493
-3% -$41.9K 0.67% 36
2025
Q2 		$1.25M Sell
14,970
-2,588
-15% -$205K 0.72% 34
2025
Q1 		$1.33M Sell
17,558
-884
-5% -$66.1K 0.83% 30
2024
Q4 		$1.3M Sell
18,442
-1,025
-5% -$75.6K 0.8% 28
2024
Q3 		$1.52M Sell
19,467
-1,288
-6% -$96.4K 0.94% 27
2024
Q2 		$1.51M Buy
20,755
+221
+1% +$16.3K 0.99% 26
2024
Q1 		$1.52M Sell
20,534
-820
-4% -$58.4K 1.05% 23
2023
Q4 		$1.5M Sell
21,354
-16
-0.1% -$1.05K 1.11% 21
2023
Q3 		$1.38M Sell
21,370
-71
-0.3% -$4.75K 1.13% 21
2023
Q2 		$1.45M Sell
21,441
-2
-0% -$136 1.13% 23
2023
Q1 		$1.43M Sell
21,443
-5
-0% -$328 1.18% 23
2022
Q4 		$1.32M Buy
+21,448
New +$1.26M 1.1% 24
2022
Q3 		– Sell
-8,052
Closed -$474K – 100
2022
Q2 		$474K Sell
8,052
-1,626
-17% -$104K 0.41% 60
2022
Q1 		$672K Buy
9,678
+1,152
+14% +$81.5K 0.51% 49
2021
Q4 		$637K Buy
+8,526
New +$641K 0.47% 54

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

W Advisors LLC's IEFA Position: Q2 2026 in Review

W Advisors LLC held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 14,948 shares worth $1.44M. The position accounts for 0.66% of the portfolio, ranked #35.

W Advisors LLC first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q1 2024. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • W Advisors LLC held 14,948 shares of iShares Core MSCI EAFE ETF worth $1.44M as of Q2 2026.
  • W Advisors LLC left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.66% of W Advisors LLC's portfolio in Q2 2026, its #35 holding.
  • W Advisors LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's iShares Core MSCI EAFE ETF position peaked at $1.52M in Q1 2024.
  • 2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.