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WealthBridge Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WealthBridge Capital Management’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 		$229K Sell
2,527
-287
-10% -$26.8K 0.05% 200
2025
Q4 		$252K Buy
2,814
+45
+2% +$3.98K 0.06% 183
2025
Q3 		$242K Buy
2,769
+44
+2% +$3.74K 0.06% 190
2025
Q2 		$227K Sell
2,725
-424
-13% -$33.7K 0.06% 194
2025
Q1 		$238K Buy
3,149
+170
+6% +$12.7K 0.07% 183
2024
Q4 		$209K Hold
2,979
– – 0.06% 190
2024
Q3 		$233K Hold
2,979
– – 0.07% 190
2024
Q2 		$216K Hold
2,979
– – 0.07% 171
2024
Q1 		$221K Buy
+2,979
New +$212K 0.07% 177
2019
Q2 		– Sell
-159
Closed -$10K – 451
2019
Q1 		$10K Buy
+159
New +$9.38K 0.01% 569

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthBridge Capital Management's IEFA Position: Q1 2026 in Review

WealthBridge Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q1 2026, selling an estimated $26.8K and leaving 2,527 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #200.

WealthBridge Capital Management first reported a position in IEFA in Q1 2019 and has held it in 10 quarters since. The position peaked at $252K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • WealthBridge Capital Management held 2,527 shares of iShares Core MSCI EAFE ETF worth $229K as of Q1 2026.
  • WealthBridge Capital Management sold 287 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $26.8K.
  • iShares Core MSCI EAFE ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q1 2026, its #200 holding.
  • WealthBridge Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 10 quarters since.
  • WealthBridge Capital Management's iShares Core MSCI EAFE ETF position peaked at $252K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.