West Coast Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

West Coast Financial’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 Q2	–	Sell	-86,975	Closed	-$6.58M	–	63
2025 Q1	$6.58M	Buy	86,975 +83,947	+2,772%	+$6.28M	0.75%	35
2024 Q4	$213K	Hold	3,028	–	–	0.02%	162
2024 Q3	$236K	Buy	+3,028	New	+$227K	0.03%	161
2022 Q3	–	Sell	-4,279	Closed	-$252K	–	124
2022 Q2	$252K	Hold	4,279	–	–	0.04%	107
2022 Q1	$297K	Buy	4,279 +342	+9%	+$24.2K	0.05%	105
2021 Q4	$294K	Buy	3,937 +102	+3%	+$7.67K	0.04%	112
2021 Q3	$285K	Hold	3,835	–	–	0.05%	112
2021 Q2	$287K	Hold	3,835	–	–	0.05%	113
2021 Q1	$276K	Hold	3,835	–	–	0.05%	108
2020 Q4	$265K	Buy	+3,835	New	+$248K	0.05%	99

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

West Coast Financial's IEFA Position: Q2 2025 in Review

West Coast Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 86,975 shares — an estimated $6.58M sold.

West Coast Financial first reported a position in IEFA in Q4 2020 and held it in 10 quarters. The position peaked at $6.58M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

West Coast Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 86,975 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $6.58M.
West Coast Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 10 quarters.
West Coast Financial's iShares Core MSCI EAFE ETF position peaked at $6.58M in Q1 2025.
2,105 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.