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Wela Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wela Strategies’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 		$23.2M Sell
266,184
-34,809
-12% -$2.96M 8.81% 4
2025
Q2 		$25.1M Buy
300,993
+2,193
+0.7% +$174K 9.92% 3
2025
Q1 		$22.6M Buy
298,800
+12,077
+4% +$903K 9.54% 4
2024
Q4 		$20.2M Buy
286,723
+12,884
+5% +$950K 8.69% 4
2024
Q3 		$21.4M Buy
273,839
+544
+0.2% +$40.7K 9.32% 4
2024
Q2 		$19.9M Buy
273,295
+3,287
+1% +$242K 9.25% 4
2024
Q1 		$20M Buy
270,008
+11,965
+5% +$852K 9.47% 4
2023
Q4 		$1.82M Buy
258,043
+1,452
+0.6% +$95.7K 0.97% 19
2023
Q3 		$16.5M Buy
256,591
+4,941
+2% +$331K 9.87% 3
2023
Q2 		$17M Sell
251,650
-3,207
-1% -$217K 13.07% 3
2023
Q1 		$17M Buy
254,857
+78,178
+44% +$5.13M 9.12% 4
2022
Q4 		$10.9M Buy
176,679
+1,328
+0.8% +$78.2K 6.12% 4
2022
Q3 		$9.22M Sell
175,351
-76,645
-30% -$4.51M 6.24% 3
2022
Q2 		$14.8M Sell
251,996
-1,873
-0.7% -$120K 8.7% 4
2022
Q1 		$17.6M Buy
253,869
+103,315
+69% +$7.31M 9.06% 3
2021
Q4 		$11.2M Buy
150,554
+5,726
+4% +$430K 5.55% 5
2021
Q3 		$10.8M Buy
144,828
+38,643
+36% +$2.94M 5.61% 5
2021
Q2 		$8.84M Buy
106,185
+4,614
+5% +$348K 3.58% 8
2021
Q1 		$7.32M Sell
101,571
-39,406
-28% -$2.82M 3.93% 7
2020
Q4 		$9.74M Buy
140,977
+581
+0.4% +$37.6K 5.61% 6
2020
Q3 		$8.46M Sell
140,396
-12,637
-8% -$762K 5.39% 5
2020
Q2 		$8.75M Sell
153,033
-556
-0.4% -$30.1K 5.56% 5
2020
Q1 		$7.66M Sell
153,589
-57,283
-27% -$3.41M 5.56% 5
2019
Q4 		$13.8M Sell
210,872
-2,407
-1% -$153K 8.14% 4
2019
Q3 		$13M Sell
213,279
-14,735
-6% -$889K 8.04% 5
2019
Q2 		$14M Buy
228,014
+7,735
+4% +$474K 8.88% 4
2019
Q1 		$13.4M Buy
220,279
+8,536
+4% +$504K 8.92% 4
2018
Q4 		$11.6M Buy
211,743
+10,045
+5% +$589K 8.78% 4
2018
Q3 		$12.9M Buy
201,698
+19,246
+11% +$1.23M 9.11% 2
2018
Q2 		$11.6M Buy
182,452
+25,683
+16% +$1.7M 8.61% 4
2018
Q1 		$10.3M Sell
156,769
-53,863
-26% -$3.62M 8.27% 4
2017
Q4 		$13.9M Buy
+210,632
New +$13.7M 10.96% 2

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wela Strategies's IEFA Position: Q3 2025 in Review

Wela Strategies reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q3 2025, selling an estimated $2.96M and leaving 266,184 shares worth $23.2M. The position accounts for 8.81% of the portfolio, ranked #4.

Wela Strategies first reported a position in IEFA in Q4 2017 and has held it in 32 quarters since. The position peaked at $25.1M in Q2 2025. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Wela Strategies held 266,184 shares of iShares Core MSCI EAFE ETF worth $23.2M as of Q3 2025.
  • Wela Strategies sold 34,809 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $2.96M.
  • iShares Core MSCI EAFE ETF made up 8.81% of Wela Strategies's portfolio in Q3 2025, its #4 holding.
  • Wela Strategies first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 32 quarters since.
  • Wela Strategies's iShares Core MSCI EAFE ETF position peaked at $25.1M in Q2 2025.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.