West Wealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

West Wealth 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 Q1	$259K	Sell	2,859 -275	-9%	-$25.7K	0.05%	109
2025 Q4	$280K	Sell	3,134 -1,036	-25%	-$91.6K	0.06%	98
2025 Q3	$365K	Buy	4,170 +1,327	+47%	+$113K	0.08%	79
2025 Q2	$237K	Buy	2,843 +93	+3%	+$7.38K	0.06%	101
2025 Q1	$209K	Buy	+2,750	New	+$206K	0.06%	93
2024 Q3	–	Sell	-3,271	Closed	-$238K	–	87
2024 Q2	$238K	Buy	+3,271	New	+$241K	0.08%	77

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

West Wealth Group's IEFA Position: Q1 2026 in Review

West Wealth Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.8% in Q1 2026, selling an estimated $25.7K and leaving 2,859 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #109.

West Wealth Group first reported a position in IEFA in Q2 2024 and has held it in 6 quarters since. The position peaked at $365K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

West Wealth Group held 2,859 shares of iShares Core MSCI EAFE ETF worth $259K as of Q1 2026.
West Wealth Group sold 275 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $25.7K.
iShares Core MSCI EAFE ETF made up 0.05% of West Wealth Group's portfolio in Q1 2026, its #109 holding.
West Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 6 quarters since.
West Wealth Group's iShares Core MSCI EAFE ETF position peaked at $365K in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.