Wellington Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wellington Management Group’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	$201M	Buy	2,077,341 +1,111,711	+115%	+$107M	0.03%	388
2026 Q1	$87.4M	Sell	965,630 -909,431	-49%	-$84.9M	0.02%	579
2025 Q4	$168M	Buy	1,875,061 +316,582	+20%	+$28M	0.03%	430
2025 Q3	$136M	Sell	1,558,479 -780,011	-33%	-$66.3M	0.02%	474
2025 Q2	$195M	Sell	2,338,490 -329,437	-12%	-$26.1M	0.04%	362
2025 Q1	$202M	Sell	2,667,927 -358,808	-12%	-$26.8M	0.04%	348
2024 Q4	$213M	Buy	3,026,735 +778,779	+35%	+$57.5M	0.04%	356
2024 Q3	$175M	Buy	2,247,956 +472,159	+27%	+$35.3M	0.03%	423
2024 Q2	$129M	Buy	1,775,797 +308,777	+21%	+$22.7M	0.02%	478
2024 Q1	$109M	Sell	1,467,020 -1,405,097	-49%	-$100M	0.02%	541
2023 Q4	$202M	Buy	2,872,117 +1,247,226	+77%	+$82.2M	0.04%	390
2023 Q3	$105M	Sell	1,624,891 -1,850,273	-53%	-$124M	0.02%	516
2023 Q2	$235M	Sell	3,475,164 -912,181	-21%	-$61.9M	0.04%	358
2023 Q1	$293M	Sell	4,387,345 -977,908	-18%	-$64.1M	0.06%	308
2022 Q4	$331M	Buy	5,365,253 +1,409,823	+36%	+$83M	0.07%	278
2022 Q3	$208M	Buy	3,955,430 +632,597	+19%	+$37.2M	0.04%	367
2022 Q2	$196M	Sell	3,322,833 -307,985	-8%	-$19.8M	0.04%	378
2022 Q1	$252M	Sell	3,630,818 -216,211	-6%	-$15.3M	0.04%	358
2021 Q4	$287M	Sell	3,847,029 -67,757	-2%	-$5.09M	0.05%	352
2021 Q3	$291M	Buy	3,914,786 +1,261,746	+48%	+$96M	0.05%	353
2021 Q2	$199M	Buy	2,653,040 +743,116	+39%	+$56.1M	0.03%	441
2021 Q1	$138M	Sell	1,909,924 -678,082	-26%	-$48.5M	0.02%	514
2020 Q4	$179M	Sell	2,588,006 -96,419	-4%	-$6.23M	0.03%	437
2020 Q3	$162M	Buy	2,684,425 +171,092	+7%	+$10.3M	0.03%	416
2020 Q2	$144M	Sell	2,513,333 -413,894	-14%	-$22.4M	0.03%	438
2020 Q1	$146M	Buy	2,927,227 +263,849	+10%	+$15.7M	0.04%	375
2019 Q4	$174M	Sell	2,663,378 -1,900,156	-42%	-$121M	0.04%	432
2019 Q3	$279M	Buy	4,563,534 +1,011,508	+28%	+$61.1M	0.06%	294
2019 Q2	$218M	Buy	3,552,026 +1,475,219	+71%	+$90.4M	0.05%	350
2019 Q1	$126M	Sell	2,076,807 -1,841,097	-47%	-$109M	0.03%	492
2018 Q4	$215M	Buy	3,917,904 +479,990	+14%	+$28.2M	0.05%	319
2018 Q3	$220M	Buy	3,437,914 +1,423,451	+71%	+$90.7M	0.05%	365
2018 Q2	$128M	Sell	2,014,463 -1,614,011	-44%	-$107M	0.03%	504
2018 Q1	$239M	Buy	3,628,474 +1,797,317	+98%	+$121M	0.05%	337
2017 Q4	$121M	Sell	1,831,157 -68,828	-4%	-$4.49M	0.03%	499
2017 Q3	$122M	Sell	1,899,985 -750,670	-28%	-$47M	0.03%	489
2017 Q2	$161M	Buy	2,650,655 +726,179	+38%	+$43.8M	0.04%	374
2017 Q1	$112M	Sell	1,924,476 -30,005	-2%	-$1.69M	0.03%	471
2016 Q4	$105M	Buy	+1,954,481	New	+$105M	0.03%	483

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wellington Management Group's IEFA Position: Q2 2026 in Review

Wellington Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 115% in Q2 2026, buying an estimated $107M and bringing the position to 2,077,341 shares worth $201M. The position accounts for 0.03% of the portfolio, ranked #388.

Wellington Management Group first reported a position in IEFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $331M in Q4 2022. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Wellington Management Group held 2,077,341 shares of iShares Core MSCI EAFE ETF worth $201M as of Q2 2026.
Wellington Management Group bought 1,111,711 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $107M.
iShares Core MSCI EAFE ETF made up 0.03% of Wellington Management Group's portfolio in Q2 2026, its #388 holding.
Wellington Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
Wellington Management Group's iShares Core MSCI EAFE ETF position peaked at $331M in Q4 2022.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.