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 Q2	$420K	Buy	4,349 +1,490	+52%	+$143K	0.07%	97
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

West Wealth Group's IEFA Position: Q2 2026 in Review

West Wealth Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 52% in Q2 2026, buying an estimated $143K and bringing the position to 4,349 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #97.

West Wealth Group first reported a position in IEFA in Q2 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

West Wealth Group held 4,349 shares of iShares Core MSCI EAFE ETF worth $420K as of Q2 2026.
West Wealth Group bought 1,490 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $143K.
iShares Core MSCI EAFE ETF made up 0.07% of West Wealth Group's portfolio in Q2 2026, its #97 holding.
West Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.