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Watts Gwilliam & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Watts Gwilliam & Co’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
Q3 		$417K Hold
4,779
– – 0.07% 150
2025
Q2 		$417K Sell
4,779
-1,108
-19% -$87.9K 0.07% 147
2025
Q1 		$445K Buy
5,887
+709
+14% +$53K 0.1% 136
2024
Q4 		$368K Hold
5,178
– – 0.08% 150
2024
Q3 		$396K Buy
+5,178
New +$388K 0.09% 142
2024
Q1 		$445K Buy
+5,913
New +$421K 0.14% 118

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

Watts Gwilliam & Co's IEFA Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2025 at 4,779 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #150.

Watts Gwilliam & Co first reported a position in IEFA in Q1 2024 and has held it in 6 quarters since. The position peaked at $445K in Q1 2025. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Watts Gwilliam & Co held 4,779 shares of iShares Core MSCI EAFE ETF worth $417K as of Q3 2025.
  • Watts Gwilliam & Co left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2025.
  • iShares Core MSCI EAFE ETF made up 0.07% of Watts Gwilliam & Co's portfolio in Q3 2025, its #150 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Core MSCI EAFE ETF position peaked at $445K in Q1 2025.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.