Wealthspire Advisors (New York)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealthspire Advisors (New York)’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	$71.4M	Sell	788,483 -22,139	-3%	-$2.07M	0.56%	35
2025 Q4	$72.5M	Sell	810,622 -9,494	-1%	-$840K	0.58%	33
2025 Q3	$71.6M	Buy	820,116 +17,084	+2%	+$1.45M	0.37%	39
2025 Q2	$67M	Sell	803,032 -38,040	-5%	-$3.02M	0.38%	38
2025 Q1	$63.6M	Sell	841,072 -23,208	-3%	-$1.74M	0.38%	40
2024 Q4	$60.7M	Buy	864,280 +20,272	+2%	+$1.5M	0.6%	33
2024 Q3	$65.9M	Sell	844,008 -14,536	-2%	-$1.09M	0.67%	26
2024 Q2	$62.4M	Sell	858,544 -19,480	-2%	-$1.43M	0.8%	25
2024 Q1	$65.2M	Sell	878,024 -35,648	-4%	-$2.54M	0.87%	22
2023 Q4	$64.3M	Sell	913,672 -30,670	-3%	-$2.02M	0.91%	24
2023 Q3	$60.8M	Buy	944,342 +104,565	+12%	+$7M	1%	20
2023 Q2	$56.7M	Sell	839,777 -15,759	-2%	-$1.07M	0.93%	22
2023 Q1	$57.2M	Sell	855,536 -9,369	-1%	-$614K	0.98%	21
2022 Q4	$53.3M	Buy	864,905 +10,536	+1%	+$620K	0.97%	21
2022 Q3	$45M	Sell	854,369 -6,584	-0.8%	-$387K	0.94%	20
2022 Q2	$50.7M	Buy	860,953 +826,416	+2,393%	+$53M	1.06%	16
2022 Q1	$2.4M	Buy	34,537 +5,413	+19%	+$383K	0.05%	112
2021 Q4	$2.17M	Sell	29,124 -793,074	-96%	-$59.6M	0.05%	143
2021 Q3	$61M	Buy	822,198 +802,801	+4,139%	+$61.1M	1.27%	15
2021 Q2	$1.45M	Sell	19,397 -11,346	-37%	-$857K	0.04%	130
2021 Q1	$2.21M	Buy	30,743 +7,753	+34%	+$554K	0.05%	166
2020 Q4	$1.59M	Sell	22,990 -6,604	-22%	-$427K	0.05%	156
2020 Q3	$1.78M	Buy	+29,594	New	+$1.78M	0.11%	91
2020 Q2	–	Sell	-27,583	Closed	-$1.38M	–	390
2020 Q1	$1.38M	Buy	+27,583	New	+$1.64M	0.06%	161

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

Wealthspire Advisors (New York)'s IEFA Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q1 2026, selling an estimated $2.07M and leaving 788,483 shares worth $71.4M. The position accounts for 0.56% of the portfolio, ranked #35.

Wealthspire Advisors (New York) first reported a position in IEFA in Q1 2020 and has held it in 24 quarters since. The position peaked at $72.5M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Wealthspire Advisors (New York) held 788,483 shares of iShares Core MSCI EAFE ETF worth $71.4M as of Q1 2026.
Wealthspire Advisors (New York) sold 22,139 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.07M.
iShares Core MSCI EAFE ETF made up 0.56% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #35 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares Core MSCI EAFE ETF position peaked at $72.5M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.