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

West Michigan 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 		$918K Sell
9,507
-354
-4% -$34K 0.17% 136
2026
Q1 		$893K Sell
9,861
-465
-5% -$43.4K 0.2% 120
2025
Q4 		$924K Buy
10,326
+330
+3% +$29.2K 0.21% 112
2025
Q3 		$873K Sell
9,996
-167
-2% -$14.2K 0.21% 109
2025
Q2 		$848K Buy
10,163
+173
+2% +$13.7K 0.24% 81
2025
Q1 		$756K Sell
9,990
-937
-9% -$70.1K 0.25% 72
2024
Q4 		$768K Sell
10,927
-1,069
-9% -$78.9K 0.23% 75
2024
Q3 		$936K Buy
11,996
+945
+9% +$70.7K 0.28% 68
2024
Q2 		$803K Buy
11,051
+824
+8% +$60.6K 0.26% 69
2024
Q1 		$759K Buy
10,227
+763
+8% +$54.3K 0.25% 70
2023
Q4 		$666K Sell
9,464
-1,532
-14% -$101K 0.25% 64
2023
Q3 		$708K Sell
10,996
-54
-0.5% -$3.62K 0.38% 57
2023
Q2 		$746K Buy
11,050
+1,370
+14% +$92.9K 0.3% 80
2023
Q1 		$647K Buy
9,680
+114
+1% +$7.47K 0.37% 60
2022
Q4 		$590K Buy
9,566
+1,043
+12% +$61.4K 0.43% 51
2022
Q3 		$449K Sell
8,523
-812
-9% -$47.7K 0.39% 57
2022
Q2 		$549K Sell
9,335
-3,217
-26% -$206K 0.47% 51
2022
Q1 		$872K Buy
12,552
+256
+2% +$18.1K 0.59% 38
2021
Q4 		$918K Buy
+12,296
New +$924K 0.68% 29

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 22.9% 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 Michigan Advisors's IEFA Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q2 2026, selling an estimated $34K and leaving 9,507 shares worth $918K. The position accounts for 0.17% of the portfolio, ranked #136.

West Michigan Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $936K in Q3 2024. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • West Michigan Advisors held 9,507 shares of iShares Core MSCI EAFE ETF worth $918K as of Q2 2026.
  • West Michigan Advisors sold 354 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $34K.
  • iShares Core MSCI EAFE ETF made up 0.17% of West Michigan Advisors's portfolio in Q2 2026, its #136 holding.
  • West Michigan Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's iShares Core MSCI EAFE ETF position peaked at $936K in Q3 2024.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.