WBH Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.9M | Buy |
216,614
+12,620
| +6% | +$1.18M | 1.49% | 17 |
|
|
2025
Q4 | $18.2M | Buy |
203,994
+9,046
| +5% | +$800K | 1.35% | 22 |
|
|
2025
Q3 | $17M | Sell |
194,948
-22,662
| -10% | -$1.93M | 1.3% | 23 |
|
|
2025
Q2 | $18.2M | Buy |
217,610
+14,210
| +7% | +$1.13M | 1.55% | 18 |
|
|
2025
Q1 | $15.4M | Sell |
203,400
-4,758
| -2% | -$356K | 1.44% | 22 |
|
|
2024
Q4 | $14.6M | Sell |
208,158
-49,945
| -19% | -$3.68M | 1.36% | 20 |
|
|
2024
Q3 | $20.1M | Sell |
258,103
-6,581
| -2% | -$493K | 1.91% | 11 |
|
|
2024
Q2 | $19.2M | Sell |
264,684
-12,536
| -5% | -$922K | 1.95% | 11 |
|
|
2024
Q1 | $20.6M | Buy |
277,220
+6,706
| +2% | +$477K | 2.12% | 7 |
|
|
2023
Q4 | $19M | Buy |
270,514
+7,210
| +3% | +$475K | 2.12% | 9 |
|
|
2023
Q3 | $16.9M | Buy |
263,304
+22,105
| +9% | +$1.48M | 2.08% | 7 |
|
|
2023
Q2 | $16.3M | Buy |
241,199
+16,158
| +7% | +$1.1M | 1.93% | 9 |
|
|
2023
Q1 | $15M | Buy |
+225,041
| New | +$14.8M | 1.88% | 8 |
|
|
2022
Q3 | $11.6M | Buy |
219,430
+82,745
| +61% | +$4.87M | 1.67% | 10 |
|
|
2022
Q2 | $7.9M | Buy |
136,685
+1,178
| +0.9% | +$75.6K | 1.05% | 27 |
|
|
2022
Q1 | $8.89M | Buy |
135,507
+10,827
| +9% | +$766K | 1.09% | 26 |
|
|
2021
Q4 | $9.31M | Sell |
124,680
-5,056
| -4% | -$380K | 1.06% | 25 |
|
|
2021
Q3 | $9.63M | Buy |
129,736
+10,174
| +9% | +$774K | 1.3% | 21 |
|
|
2021
Q2 | $9.02M | Buy |
119,562
+22,078
| +23% | +$1.67M | 1.32% | 19 |
|
|
2021
Q1 | $7.02M | Buy |
97,484
+5,104
| +6% | +$365K | 1.14% | 21 |
|
|
2020
Q4 | $6.6M | Buy |
92,380
+17,052
| +23% | +$1.1M | 1.14% | 21 |
|
|
2020
Q3 | $4.54M | Buy |
75,328
+3,102
| +4% | +$187K | 0.92% | 26 |
|
|
2020
Q2 | $4.13M | Buy |
72,226
+11,220
| +18% | +$608K | 1% | 24 |
|
|
2020
Q1 | $3.04K | Buy |
61,006
+9,440
| +18% | +$562K | 0.71% | 33 |
|
|
2019
Q4 | $3.36M | Buy |
51,566
+1,676
| +3% | +$106K | 0.69% | 34 |
|
|
2019
Q3 | $3.05M | Buy |
49,890
+11,045
| +28% | +$667K | 0.68% | 33 |
|
|
2019
Q2 | $2.38M | Buy |
38,845
+10,194
| +36% | +$625K | 0.55% | 43 |
|
|
2019
Q1 | $1.74M | Buy |
28,651
+4,496
| +19% | +$265K | 0.41% | 59 |
|
|
2018
Q4 | $1.33K | Buy |
24,155
+5,358
| +29% | +$314K | 0.32% | 71 |
|
|
2018
Q3 | $1.2M | Sell |
18,797
-6,165
| -25% | -$393K | 0.29% | 85 |
|
|
2018
Q2 | $1.58M | Buy |
24,962
+11,892
| +91% | +$787K | 0.41% | 59 |
|
|
2018
Q1 | $861K | Buy |
13,070
+4,764
| +57% | +$320K | 0.23% | 96 |
|
|
2017
Q4 | $548K | Buy |
8,306
+1,934
| +30% | +$126K | 0.15% | 135 |
|
|
2017
Q3 | $418K | Buy |
6,372
+1,034
| +19% | +$64.7K | 0.12% | 149 |
|
|
2017
Q2 | $325K | Buy |
+5,338
| New | +$322K | 0.09% | 177 |
|
Other funds holding IEFA
WBH Advisory's IEFA Position: Q1 2026 in Review
WBH Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q1 2026, buying an estimated $1.18M and bringing the position to 216,614 shares worth $19.9M. The position accounts for 1.49% of the portfolio, ranked #17.
WBH Advisory first reported a position in IEFA in Q2 2017 and has held it in 35 quarters since. The position peaked at $20.6M in Q1 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- WBH Advisory held 216,614 shares of iShares Core MSCI EAFE ETF worth $19.9M as of Q1 2026.
- WBH Advisory bought 12,620 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.18M.
- iShares Core MSCI EAFE ETF made up 1.49% of WBH Advisory's portfolio in Q1 2026, its #17 holding.
- WBH Advisory first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 35 quarters since.
- WBH Advisory's iShares Core MSCI EAFE ETF position peaked at $20.6M in Q1 2024.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.