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Wedbush Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wedbush Securities’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 		$2.16M Sell
23,829
-896
-4% -$83.6K 0.06% 248
2025
Q4 		$2.21M Sell
24,725
-1,155
-4% -$102K 0.06% 231
2025
Q3 		$2.26M Sell
25,880
-6,036
-19% -$513K 0.07% 208
2025
Q2 		$2.66M Buy
31,916
+11,836
+59% +$939K 0.09% 161
2025
Q1 		$1.52M Sell
20,080
-2,650
-12% -$198K 0.06% 260
2024
Q4 		$1.6M Sell
22,730
-12,619
-36% -$931K 0.06% 242
2024
Q3 		$2.76M Sell
35,349
-5,157
-13% -$386K 0.1% 147
2024
Q2 		$2.94M Buy
40,506
+4,400
+12% +$324K 0.11% 139
2024
Q1 		$2.68M Sell
36,106
-1,670
-4% -$119K 0.1% 154
2023
Q4 		$2.66M Sell
37,776
-45
-0.1% -$2.97K 0.12% 129
2023
Q3 		$2.43M Buy
37,821
+1,979
+6% +$133K 0.12% 130
2023
Q2 		$2.42M Buy
35,842
+11,583
+48% +$786K 0.12% 136
2023
Q1 		$1.62M Buy
24,259
+2,837
+13% +$186K 0.08% 190
2022
Q4 		$1.32M Buy
21,422
+1,602
+8% +$94.3K 0.07% 232
2022
Q3 		$1.04M Sell
19,820
-2,724
-12% -$160K 0.06% 270
2022
Q2 		$1.33M Sell
22,544
-8,738
-28% -$561K 0.07% 226
2022
Q1 		$2.17M Buy
31,282
+11,006
+54% +$779K 0.1% 160
2021
Q4 		$1.51M Sell
20,276
-2,244
-10% -$169K 0.07% 248
2021
Q3 		$1.67M Buy
22,520
+3,935
+21% +$299K 0.08% 217
2021
Q2 		$1.39M Buy
18,585
+2,424
+15% +$183K 0.07% 275
2021
Q1 		$1.16M Buy
16,161
+3,258
+25% +$233K 0.06% 285
2020
Q4 		$891K Sell
12,903
-2,549
-16% -$165K 0.08% 269
2020
Q3 		$931K Buy
15,452
+1,979
+15% +$119K 0.09% 237
2020
Q2 		$770K Buy
13,473
+2,603
+24% +$141K 0.07% 283
2020
Q1 		$542K Sell
10,870
-4,896
-31% -$291K 0.06% 335
2019
Q4 		$1.03M Buy
15,766
+1,538
+11% +$97.6K 0.09% 236
2019
Q3 		$869K Sell
14,228
-801
-5% -$48.3K 0.09% 270
2019
Q2 		$923K Buy
15,029
+5,331
+55% +$327K 0.09% 249
2019
Q1 		$589K Buy
9,698
+1,524
+19% +$90K 0.06% 359
2018
Q4 		$450K Buy
8,174
+368
+5% +$21.6K 0.06% 392
2018
Q3 		$500K Buy
7,806
+525
+7% +$33.5K 0.06% 396
2018
Q2 		$461K Sell
7,281
-1,163
-14% -$77K 0.06% 405
2018
Q1 		$556K Buy
8,444
+1,969
+30% +$132K 0.07% 338
2017
Q4 		$428K Buy
6,475
+202
+3% +$13.2K 0.05% 431
2017
Q3 		$403K Buy
6,273
+1,574
+33% +$98.5K 0.05% 462
2017
Q2 		$286K Buy
+4,699
New +$284K 0.04% 561
2016
Q2 		– Sell
-3,768
Closed -$200K – 809
2016
Q1 		$200K Buy
+3,768
New +$192K 0.03% 595
2015
Q4 		– Sell
-3,946
Closed -$208K – 756
2015
Q3 		$208K Buy
+3,946
New +$224K 0.04% 518

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

Wedbush Securities's IEFA Position: Q1 2026 in Review

Wedbush Securities reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q1 2026, selling an estimated $83.6K and leaving 23,829 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #248.

Wedbush Securities first reported a position in IEFA in Q3 2015 and has held it in 38 quarters since. The position peaked at $2.94M in Q2 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Wedbush Securities held 23,829 shares of iShares Core MSCI EAFE ETF worth $2.16M as of Q1 2026.
  • Wedbush Securities sold 896 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $83.6K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Wedbush Securities's portfolio in Q1 2026, its #248 holding.
  • Wedbush Securities first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 38 quarters since.
  • Wedbush Securities's iShares Core MSCI EAFE ETF position peaked at $2.94M in Q2 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.