Western Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Western Wealth Management’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	$8.31M	Buy	86,047 +14,278	+20%	+$1.37M	0.27%	72
2026 Q1	$6.5M	Buy	71,769 +6,437	+10%	+$601K	0.25%	77
2025 Q4	$5.84M	Sell	65,332 -5,015	-7%	-$443K	0.27%	64
2025 Q3	$6.14M	Buy	70,347 +3,393	+5%	+$288K	0.32%	56
2025 Q2	$5.59M	Sell	66,954 -6,370	-9%	-$506K	0.33%	54
2025 Q1	$5.55M	Buy	73,324 +2,096	+3%	+$157K	0.37%	55
2024 Q4	$5.01M	Sell	71,228 -507	-0.7%	-$37.4K	0.27%	74
2024 Q3	$5.6M	Buy	71,735 +4,840	+7%	+$362K	0.32%	63
2024 Q2	$4.86M	Buy	66,895 +2,255	+3%	+$166K	0.36%	51
2024 Q1	$4.8M	Sell	64,640 -5,903	-8%	-$420K	0.37%	56
2023 Q4	$4.96M	Buy	70,543 +8,249	+13%	+$544K	0.36%	54
2023 Q3	$4.01M	Buy	62,294 +1,212	+2%	+$81.1K	0.34%	60
2023 Q2	$4.12M	Buy	61,082 +26,032	+74%	+$1.77M	0.35%	59
2023 Q1	$2.34M	Buy	35,050 +3,060	+10%	+$201K	0.22%	107
2022 Q4	$1.97M	Sell	31,990 -49,825	-61%	-$2.93M	0.2%	120
2022 Q3	$4.32M	Buy	81,815 +7,398	+10%	+$435K	0.25%	92
2022 Q2	$4.38M	Sell	74,417 -1,735	-2%	-$111K	0.25%	88
2022 Q1	$5.29M	Buy	76,152 +27,885	+58%	+$1.97M	0.26%	84
2021 Q4	$3.6M	Buy	+48,267	New	+$3.63M	0.35%	57
2021 Q2	$3.36M	Buy	45,030 +24,624	+121%	+$1.86M	0.35%	62
2021 Q1	$1.47M	Buy	20,406 +1,608	+9%	+$115K	0.2%	120
2020 Q4	$1.3M	Sell	18,798 -12,945	-41%	-$837K	0.19%	127
2020 Q3	$1.91M	Sell	31,743 -393	-1%	-$23.7K	0.31%	74
2020 Q2	$1.84M	Sell	32,136 -1,070	-3%	-$58K	0.33%	68
2020 Q1	$1.66M	Buy	33,206 +10,164	+44%	+$605K	0.38%	58
2019 Q4	$1.5M	Sell	23,042 -11,593	-33%	-$735K	0.23%	102
2019 Q3	$2.1M	Sell	34,635 -1,326	-4%	-$80K	0.44%	51
2019 Q2	$2.2M	Sell	35,961 -298	-0.8%	-$18.3K	0.29%	72
2019 Q1	$2.19M	Buy	36,259 +3,961	+12%	+$234K	0.49%	44
2018 Q4	$1.78M	Buy	+32,298	New	+$1.89M	0.48%	42

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

Western Wealth Management's IEFA Position: Q2 2026 in Review

Western Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q2 2026, buying an estimated $1.37M and bringing the position to 86,047 shares worth $8.31M. The position accounts for 0.27% of the portfolio, ranked #72.

Western Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Western Wealth Management held 86,047 shares of iShares Core MSCI EAFE ETF worth $8.31M as of Q2 2026.
Western Wealth Management bought 14,278 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.37M.
iShares Core MSCI EAFE ETF made up 0.27% of Western Wealth Management's portfolio in Q2 2026, its #72 holding.
Western Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.