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WealthCare Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WealthCare Investment 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
2026
Q1 		$1.68M Buy
18,585
+449
+2% +$41.9K 0.46% 58
2025
Q4 		$1.64M Buy
18,136
+575
+3% +$50.8K 0.48% 60
2025
Q3 		$1.54M Buy
17,561
+207
+1% +$17.6K 0.5% 62
2025
Q2 		$1.45M Sell
17,354
-2,457
-12% -$195K 0.52% 57
2025
Q1 		$1.49M Sell
19,811
-18,242
-48% -$1.36M 0.63% 45
2024
Q4 		$2.67M Buy
38,053
+934
+3% +$68.9K 1.16% 26
2024
Q3 		$2.84M Buy
37,119
+1,293
+4% +$96.8K 1.25% 23
2024
Q2 		$2.6M Buy
35,826
+643
+2% +$47.3K 1.21% 26
2024
Q1 		$2.61M Buy
35,183
+973
+3% +$69.3K 1.26% 23
2023
Q4 		$2.39M Buy
34,210
+928
+3% +$61.2K 1.31% 22
2023
Q3 		$2.11M Buy
33,282
+531
+2% +$35.6K 1.28% 23
2023
Q2 		$2.19M Sell
32,751
-419
-1% -$28.4K 1.31% 23
2023
Q1 		$2.22M Buy
33,170
+2,384
+8% +$156K 1.34% 18
2022
Q4 		$1.9M Sell
30,786
-3,187
-9% -$188K 1.29% 18
2022
Q3 		$1.79M Buy
33,973
+485
+1% +$28.5K 1.48% 15
2022
Q2 		$1.97M Buy
33,488
+5,525
+20% +$354K 1.69% 13
2022
Q1 		$1.91M Buy
27,963
+3,837
+16% +$271K 1.7% 12
2021
Q4 		$1.8M Buy
+24,126
New +$1.81M 1.74% 15

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

WealthCare Investment Partners's IEFA Position: Q1 2026 in Review

WealthCare Investment Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q1 2026, buying an estimated $41.9K and bringing the position to 18,585 shares worth $1.68M. The position accounts for 0.46% of the portfolio, ranked #58.

WealthCare Investment Partners first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.84M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • WealthCare Investment Partners held 18,585 shares of iShares Core MSCI EAFE ETF worth $1.68M as of Q1 2026.
  • WealthCare Investment Partners bought 449 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $41.9K.
  • iShares Core MSCI EAFE ETF made up 0.46% of WealthCare Investment Partners's portfolio in Q1 2026, its #58 holding.
  • WealthCare Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's iShares Core MSCI EAFE ETF position peaked at $2.84M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.