WCG Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WCG Wealth Advisors’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 Q1	$22.7M	Buy	250,319 +8,314	+3%	+$776K	0.63%	40
2025 Q4	$21.6M	Buy	242,005 +53,217	+28%	+$4.71M	0.61%	41
2025 Q3	$16.5M	Buy	188,788 +16,612	+10%	+$1.41M	1.03%	24
2025 Q2	$14.4M	Buy	172,176 +154,471	+872%	+$12.3M	0.93%	28
2025 Q1	$1.34M	Sell	17,705 -15,219	-46%	-$1.14M	0.1%	174
2024 Q4	$2.31M	Sell	32,924 -4,731	-13%	-$349K	0.15%	141
2024 Q3	$2.94M	Buy	37,655 +20,929	+125%	+$1.57M	0.2%	118
2024 Q2	$1.22M	Sell	16,726 -14,301	-46%	-$1.05M	0.09%	179
2024 Q1	$2.3M	Sell	31,027 -21,863	-41%	-$1.56M	0.19%	112
2023 Q4	$3.72M	Sell	52,890 -30,354	-36%	-$2M	0.27%	86
2023 Q3	$5.36M	Buy	83,244 +2,893	+4%	+$194K	0.39%	65
2023 Q2	$5.42M	Buy	80,351 +65,512	+441%	+$4.44M	0.63%	43
2023 Q1	$992K	Sell	14,839 -209	-1%	-$13.7K	0.13%	113
2022 Q4	$928K	Sell	15,048 -708	-4%	-$41.7K	0.13%	114
2022 Q3	$830K	Buy	+15,756	New	+$926K	0.11%	142

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WCG Wealth Advisors's IEFA Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q1 2026, buying an estimated $776K and bringing the position to 250,319 shares worth $22.7M. The position accounts for 0.63% of the portfolio, ranked #40.

WCG Wealth Advisors first reported a position in IEFA in Q3 2022 and has held it in 15 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

WCG Wealth Advisors held 250,319 shares of iShares Core MSCI EAFE ETF worth $22.7M as of Q1 2026.
WCG Wealth Advisors bought 8,314 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $776K.
iShares Core MSCI EAFE ETF made up 0.63% of WCG Wealth Advisors's portfolio in Q1 2026, its #40 holding.
WCG Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.