Wescott Financial Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wescott Financial Advisory 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	$52.3M	Buy	541,423 +31,756	+6%	+$3.05M	4.05%	5
2026 Q1	$46.1M	Sell	509,667 -16,676	-3%	-$1.56M	4.04%	5
2025 Q4	$47.1M	Sell	526,343 -2,446	-0.5%	-$216K	4.11%	5
2025 Q3	$46.2M	Sell	528,789 -462	-0.1%	-$39.3K	4.14%	5
2025 Q2	$44.2M	Sell	529,251 -4,445	-0.8%	-$353K	4.23%	5
2025 Q1	$40.4M	Sell	533,696 -6,914	-1%	-$517K	4.19%	5
2024 Q4	$38M	Buy	540,610 +708	+0.1%	+$52.2K	3.94%	6
2024 Q3	$42.1M	Buy	539,902 +20,859	+4%	+$1.56M	4.53%	4
2024 Q2	$37.7M	Buy	519,043 +145,796	+39%	+$10.7M	4.38%	4
2024 Q1	$27.7M	Buy	373,247 +85,225	+30%	+$6.07M	3.45%	10
2023 Q4	$20.3M	Buy	288,022 +22,447	+8%	+$1.48M	2.84%	10
2023 Q3	$17.1M	Buy	265,575 +12,640	+5%	+$846K	3.12%	10
2023 Q2	$17.1M	Buy	252,935 +37,314	+17%	+$2.53M	3.02%	11
2023 Q1	$14.4M	Buy	215,621 +17,994	+9%	+$1.18M	3.13%	9
2022 Q4	$12.2M	Buy	197,627 +55,010	+39%	+$3.24M	2.63%	11
2022 Q3	$7.51M	Buy	142,617 +6,370	+5%	+$375K	2.09%	12
2022 Q2	$8.02M	Buy	136,247 +14,664	+12%	+$941K	2.18%	11
2022 Q1	$8.45M	Buy	121,583 +77,524	+176%	+$5.48M	2.18%	13
2021 Q4	$3.29M	Buy	44,059 +3,216	+8%	+$242K	1.69%	8
2021 Q3	$3.03M	Buy	40,843 +1,740	+4%	+$132K	1.72%	8
2021 Q2	$2.95M	Buy	39,103 +2,667	+7%	+$201K	1.74%	7
2021 Q1	$2.63M	Buy	36,436 +1,076	+3%	+$76.9K	1.7%	8
2020 Q4	$2.44M	Buy	+35,360	New	+$2.29M	1.72%	8

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

Wescott Financial Advisory Group's IEFA Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q2 2026, buying an estimated $3.05M and bringing the position to 541,423 shares worth $52.3M. The position accounts for 4.05% of the portfolio, ranked #5.

Wescott Financial Advisory Group first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Wescott Financial Advisory Group held 541,423 shares of iShares Core MSCI EAFE ETF worth $52.3M as of Q2 2026.
Wescott Financial Advisory Group bought 31,756 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.05M.
iShares Core MSCI EAFE ETF made up 4.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #5 holding.
Wescott Financial Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.