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Wellington-Altus USA’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wellington-Altus USA’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
Q2 		$1.64M Sell
18,166
-750
-4% -$72K 1.17% 12
2026
Q1 		$1.83M Buy
18,916
+3,870
+26% +$361K 1.08% 14
2025
Q4 		$1.35M Buy
+15,046
New +$1.33M 1% 21

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wellington-Altus USA's IEFA Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4% in Q2 2026, selling an estimated $72K and leaving 18,166 shares worth $1.64M. The position accounts for 1.17% of the portfolio, ranked #12.

Wellington-Altus USA first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q1 2026. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wellington-Altus USA held 18,166 shares of iShares Core MSCI EAFE ETF worth $1.64M as of Q2 2026.
  • Wellington-Altus USA sold 750 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $72K.
  • iShares Core MSCI EAFE ETF made up 1.17% of Wellington-Altus USA's portfolio in Q2 2026, its #12 holding.
  • Wellington-Altus USA first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Core MSCI EAFE ETF position peaked at $1.83M in Q1 2026.
  • 2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.