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 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	0.33%	62
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 $1.37T 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

Western Wealth Management's IEFA Position: Q1 2026 in Review

Western Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.9% in Q1 2026, buying an estimated $601K and bringing the position to 71,769 shares worth $6.5M. The position accounts for 0.25% of the portfolio, ranked #77.

Western Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 29 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Western Wealth Management held 71,769 shares of iShares Core MSCI EAFE ETF worth $6.5M as of Q1 2026.
Western Wealth Management bought 6,437 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $601K.
iShares Core MSCI EAFE ETF made up 0.25% of Western Wealth Management's portfolio in Q1 2026, its #77 holding.
Western Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 29 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.