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Waypoint Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Waypoint Wealth Partners’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
Q2 		$4.79M Sell
57,399
-69
-0.1% -$5.48K 1.16% 10
2025
Q1 		$4.35M Sell
57,468
-468
-0.8% -$35K 1.2% 9
2024
Q4 		$4.07M Buy
57,936
+537
+0.9% +$39.6K 1.11% 11
2024
Q3 		$4.48M Hold
57,399
– – 1.19% 9
2024
Q2 		$4.17M Sell
57,399
-5,700
-9% -$419K 1.22% 10
2024
Q1 		$4.68M Hold
63,099
– – 1.33% 9
2023
Q4 		$4.44M Hold
63,099
– – 1.38% 9
2023
Q3 		$4.06M Sell
63,099
-1,412
-2% -$94.5K 1.41% 10
2023
Q2 		$4.35M Sell
64,511
-535
-0.8% -$36.3K 1.49% 10
2023
Q1 		$4.35M Sell
65,046
-118
-0.2% -$7.74K 1.55% 9
2022
Q4 		$4.02M Buy
65,164
+118
+0.2% +$6.95K 1.58% 10
2022
Q3 		$3.43M Buy
65,046
+837
+1% +$49.2K 1.44% 12
2022
Q2 		$3.78M Sell
64,209
-2,633
-4% -$169K 1.45% 14
2022
Q1 		$4.65M Sell
66,842
-90
-0.1% -$6.37K 1.7% 10
2021
Q4 		$5M Hold
66,932
– – 1.71% 10
2021
Q3 		$4.97M Buy
66,932
+283
+0.4% +$21.5K 1.86% 8
2021
Q2 		$4.99M Sell
66,649
-2,081
-3% -$157K 1.93% 8
2021
Q1 		$4.95M Buy
68,730
+2,081
+3% +$149K 3.61% 6
2020
Q4 		$4.61M Buy
+66,649
New +$4.31M 3.61% 6

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Waypoint Wealth Partners's IEFA Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.12% in Q2 2025, selling an estimated $5.48K and leaving 57,399 shares worth $4.79M. The position accounts for 1.16% of the portfolio, ranked #10.

Waypoint Wealth Partners first reported a position in IEFA in Q4 2020 and has held it in 19 quarters since. The position peaked at $5M in Q4 2021. 2,107 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Waypoint Wealth Partners held 57,399 shares of iShares Core MSCI EAFE ETF worth $4.79M as of Q2 2025.
  • Waypoint Wealth Partners sold 69 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $5.48K.
  • iShares Core MSCI EAFE ETF made up 1.16% of Waypoint Wealth Partners's portfolio in Q2 2025, its #10 holding.
  • Waypoint Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
  • Waypoint Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $5M in Q4 2021.
  • 2,107 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.