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

WestEnd 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
2025 Q3	–	Sell	-14	Closed	-$1.17K	–	396
2025 Q2	$1.17K	Buy	+14	New	+$1.11K	﹤0.01%	199
2021 Q1	–	Sell	-23	Closed	-$1.59K	–	56
2020 Q4	$1.59K	Buy	23 +1	+5%	+$65	﹤0.01%	55
2020 Q3	$1.33K	Buy	22 +8	+57%	+$483	﹤0.01%	54
2020 Q2	$800	Hold	14	–	–	﹤0.01%	55
2020 Q1	$698	Sell	14 -27	-66%	-$1.61K	﹤0.01%	59
2019 Q4	$2.67K	Hold	41	–	–	﹤0.01%	52
2019 Q3	$2.5K	Hold	41	–	–	﹤0.01%	54
2019 Q2	$2.52K	Hold	41	–	–	﹤0.01%	55
2019 Q1	$2.49K	Buy	41 +2	+5%	+$118	﹤0.01%	50
2018 Q4	$2.15K	Hold	39	–	–	﹤0.01%	56
2018 Q3	$2.5K	Hold	39	–	–	﹤0.01%	50
2018 Q2	$2.47K	Buy	39 +2	+5%	+$132	﹤0.01%	46
2018 Q1	$2.44K	Hold	37	–	–	﹤0.01%	47
2017 Q4	$2.44K	Buy	+37	New	+$2.41K	﹤0.01%	45

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

WestEnd Advisors's IEFA Position: Q3 2025 in Review

WestEnd Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 14 shares — an estimated $1.17K sold.

WestEnd Advisors first reported a position in IEFA in Q4 2017 and held it in 14 quarters. The position peaked at $2.67K in Q4 2019. 2,135 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

WestEnd Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
WestEnd Advisors sold 14 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $1.17K.
WestEnd Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 14 quarters.
WestEnd Advisors's iShares Core MSCI EAFE ETF position peaked at $2.67K in Q4 2019.
2,135 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on WestEnd Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.