WFA
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Wade Financial Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wade Financial Advisory’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 		$7.45M Buy
98,489
+161
+0.2% +$12K 2.55% 10
2024
Q4 		$6.91M Buy
98,328
+4,149
+4% +$306K 2.34% 10
2024
Q3 		$7.35M Buy
94,179
+3,699
+4% +$277K 2.47% 10
2024
Q2 		$6.57M Sell
90,480
-2,075
-2% -$153K 2.37% 10
2024
Q1 		$6.87M Sell
92,555
-2,484
-3% -$177K 2.5% 10
2023
Q4 		$6.69M Buy
95,039
+6,248
+7% +$412K 2.53% 12
2023
Q3 		$5.71M Buy
88,791
+629
+0.7% +$42.1K 2.45% 12
2023
Q2 		$5.95M Buy
88,162
+228
+0.3% +$15.5K 2.36% 12
2023
Q1 		$5.88M Sell
87,934
-94
-0.1% -$6.16K 2.47% 13
2022
Q4 		$5.43M Sell
88,028
-25,759
-23% -$1.52M 2.46% 12
2022
Q3 		$5.99M Buy
113,787
+31,150
+38% +$1.83M 3% 10
2022
Q2 		$4.86M Buy
82,637
+8,043
+11% +$516K 2.31% 12
2022
Q1 		$5.18M Buy
74,594
+29,112
+64% +$2.06M 2.22% 13
2021
Q4 		$3.4M Buy
45,482
+782
+2% +$58.8K 1.77% 16
2021
Q3 		$3.32M Sell
44,700
-131
-0.3% -$9.97K 1.87% 16
2021
Q2 		$3.36M Buy
44,831
+530
+1% +$40K 1.84% 16
2021
Q1 		$3.19M Sell
44,301
-64
-0.1% -$4.57K 2.02% 16
2020
Q4 		$3.06M Buy
44,365
+640
+1% +$41.4K 2.06% 15
2020
Q3 		$2.64M Sell
43,725
-120
-0.3% -$7.24K 2.08% 16
2020
Q2 		$2.51M Sell
43,845
-12,658
-22% -$686K 2.17% 15
2020
Q1 		$2.82M Buy
56,503
+49,678
+728% +$2.96M 2.81% 14
2019
Q4 		$445K Buy
+6,825
New +$433K 0.39% 41

Other funds holding IEFA

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
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

Wade Financial Advisory's IEFA Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.16% in Q1 2025, buying an estimated $12K and bringing the position to 98,489 shares worth $7.45M. The position accounts for 2.55% of the portfolio, ranked #10.

Wade Financial Advisory first reported a position in IEFA in Q4 2019 and has held it in 22 quarters since. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Wade Financial Advisory held 98,489 shares of iShares Core MSCI EAFE ETF worth $7.45M as of Q1 2025.
  • Wade Financial Advisory bought 161 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $12K.
  • iShares Core MSCI EAFE ETF made up 2.55% of Wade Financial Advisory's portfolio in Q1 2025, its #10 holding.
  • Wade Financial Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.