WFA
IEFA icon

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

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

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. 792 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.
  • 792 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.