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

Wealthstream 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
2025
Q3 		$9.43M Sell
107,997
-683
-0.6% -$58K 1.43% 8
2025
Q2 		$9.07M Sell
108,680
-1,623
-1% -$129K 1.51% 8
2025
Q1 		$8.34M Hold
110,303
– – 1.56% 9
2024
Q4 		$7.75M Sell
110,303
-278
-0.3% -$20.5K 1.43% 9
2024
Q3 		$8.63M Sell
110,581
-433
-0.4% -$32.4K 1.57% 10
2024
Q2 		$8.06M Sell
111,014
-313
-0.3% -$23K 2.95% 7
2024
Q1 		$8.26M Sell
111,327
-7,375
-6% -$525K 3.14% 6
2023
Q4 		$8.35M Buy
118,702
+1,098
+0.9% +$72.4K 3.45% 6
2023
Q3 		$7.57M Sell
117,604
-896
-0.8% -$60K 3.91% 6
2023
Q2 		$8M Buy
118,500
+1,746
+1% +$118K 4.2% 6
2023
Q1 		$7.81M Sell
116,754
-398
-0.3% -$26.1K 4.66% 6
2022
Q4 		$7.22M Buy
117,152
+173
+0.1% +$10.2K 4.71% 6
2022
Q3 		$6.16M Buy
116,979
+738
+0.6% +$43.4K 6.62% 3
2022
Q2 		$6.84M Sell
116,241
-1,689
-1% -$108K 6.91% 3
2022
Q1 		$8.2M Sell
117,930
-64
-0.1% -$4.53K 7.17% 3
2021
Q4 		$8.81M Buy
+117,994
New +$8.87M 7.51% 3

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthstream Advisors's IEFA Position: Q3 2025 in Review

Wealthstream Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.63% in Q3 2025, selling an estimated $58K and leaving 107,997 shares worth $9.43M. The position accounts for 1.43% of the portfolio, ranked #8.

Wealthstream Advisors first reported a position in IEFA in Q4 2021 and has held it in 16 quarters since. 2,135 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Wealthstream Advisors held 107,997 shares of iShares Core MSCI EAFE ETF worth $9.43M as of Q3 2025.
  • Wealthstream Advisors sold 683 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $58K.
  • iShares Core MSCI EAFE ETF made up 1.43% of Wealthstream Advisors's portfolio in Q3 2025, its #8 holding.
  • Wealthstream Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,135 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.