WFA
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Wellspring Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wellspring Financial 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
2026
Q2 		$100M Buy
1,695,488
+74,768
+5% +$7.18M 6.58% 2
2026
Q1 		$90.8M Sell
1,620,720
-90,317
-5% -$8.43M 6.81% 3
2025
Q4 		$99.2M Buy
1,711,037
+59,586
+4% +$5.27M 7.84% 2
2025
Q3 		$94.8M Buy
1,651,451
+386,053
+31% +$32.8M 8.71% 2
2025
Q2 		$63.6M Buy
1,265,398
+59,192
+5% +$4.7M 6.39% 3
2025
Q1 		$55.9M Buy
1,206,206
+35,878
+3% +$2.68M 6.22% 3
2024
Q4 		$48.4M Buy
1,170,328
+630,428
+117% +$46.5M 5.06% 5
2024
Q3 		$42.1M Buy
539,900
+14,298
+3% +$1.07M 5.03% 5
2024
Q2 		$38.2M Buy
525,602
+100,122
+24% +$7.37M 5.19% 4
2024
Q1 		$31.6M Buy
425,480
+257,190
+153% +$18.3M 4.99% 4
2023
Q4 		$11.8M Buy
168,290
+4,640
+3% +$306K 2.95% 9
2023
Q3 		$10.5M Buy
163,650
+3
+0% +$201 3.08% 8
2023
Q2 		$11M Buy
163,647
+100,485
+159% +$6.81M 3.13% 9
2023
Q1 		$4.22M Buy
63,162
+58,875
+1,373% +$3.86M 1.25% 22
2022
Q4 		$264K Buy
+4,287
New +$252K 0.09% 87
2022
Q2 		– Sell
-3,150
Closed -$219K – 117
2022
Q1 		$219K Buy
+3,150
New +$223K 0.06% 88
2021
Q2 		– Sell
-6,031
Closed -$301K – 103
2021
Q1 		$301K Buy
+6,031
New +$431K 0.15% 64
2020
Q2 		– Sell
-6,031
Closed -$301K – 89
2020
Q1 		$301K Buy
+6,031
New +$359K 0.15% 64

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellspring Financial Advisors's IEFA Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.6% in Q2 2026, buying an estimated $7.18M and bringing the position to 1,695,488 shares worth $100M. The position accounts for 6.58% of the portfolio, ranked #2.

Wellspring Financial Advisors first reported a position in IEFA in Q1 2020 and has held it in 18 quarters since. 713 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wellspring Financial Advisors held 1,695,488 shares of iShares Core MSCI EAFE ETF worth $100M as of Q2 2026.
  • Wellspring Financial Advisors bought 74,768 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.18M.
  • iShares Core MSCI EAFE ETF made up 6.58% of Wellspring Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Wellspring Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 18 quarters since.
  • 713 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.