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

West 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 		$28M Buy
290,065
+4,095
+1% +$393K 4.25% 8
2026
Q1 		$25.9M Sell
285,970
-2,969
-1% -$277K 4.39% 7
2025
Q4 		$25.8M Sell
288,939
-2,446
-0.8% -$216K 4.36% 7
2025
Q3 		$25.4M Buy
291,385
+5,955
+2% +$506K 4.21% 7
2025
Q2 		$23.8M Buy
285,430
+8,342
+3% +$662K 4.15% 8
2025
Q1 		$21M Buy
277,088
+2,542
+0.9% +$190K 3.98% 8
2024
Q4 		$19.3M Buy
274,546
+15,319
+6% +$1.13M 3.72% 8
2024
Q3 		$20.2M Buy
259,227
+2,553
+1% +$191K 3.9% 7
2024
Q2 		$18.6M Buy
256,674
+4,713
+2% +$347K 3.87% 7
2024
Q1 		$18.7M Buy
251,961
+5,322
+2% +$379K 4.01% 7
2023
Q4 		$17.4M Buy
246,639
+3,959
+2% +$261K 3.96% 7
2023
Q3 		$15.6M Buy
242,680
+10,564
+5% +$707K 3.92% 7
2023
Q2 		$15.7M Buy
232,116
+5,597
+2% +$380K 3.86% 7
2023
Q1 		$15.1M Buy
226,519
+11,394
+5% +$747K 3.96% 6
2022
Q4 		$13.3M Buy
215,125
+169,225
+369% +$9.96M 3.7% 8
2022
Q3 		$2.42M Buy
45,900
+32,996
+256% +$1.94M 0.72% 20
2022
Q2 		$759K Sell
12,904
-2,727
-17% -$175K 0.22% 30
2022
Q1 		$1.09M Buy
15,631
+75
+0.5% +$5.3K 0.29% 28
2021
Q4 		$1.16M Buy
15,556
+994
+7% +$74.7K 0.31% 27
2021
Q3 		$1.08M Sell
14,562
-750
-5% -$57.1K 0.32% 23
2021
Q2 		$1.15M Sell
15,312
-64
-0.4% -$4.83K 0.35% 18
2021
Q1 		$1.11M Hold
15,376
– – 0.37% 18
2020
Q4 		$1.06M Buy
+15,376
New +$994K 0.38% 18

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

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

West Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, buying an estimated $393K and bringing the position to 290,065 shares worth $28M. The position accounts for 4.25% of the portfolio, ranked #8.

West Financial Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • West Financial Advisors held 290,065 shares of iShares Core MSCI EAFE ETF worth $28M as of Q2 2026.
  • West Financial Advisors bought 4,095 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $393K.
  • iShares Core MSCI EAFE ETF made up 4.25% of West Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • West Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.