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

Westfuller 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
2026 Q1	$5.88M	Buy	64,948 +3,614	+6%	+$337K	2.54%	7
2025 Q4	$5.49M	Buy	61,334 +9,798	+19%	+$866K	2.22%	10
2025 Q3	$4.5M	Buy	51,536 +20,319	+65%	+$1.73M	2.05%	10
2025 Q2	$2.61M	Sell	31,217 -27,477	-47%	-$2.18M	1.49%	18
2025 Q1	$4.44M	Sell	58,694 -39,835	-40%	-$2.98M	2.96%	7
2024 Q4	$6.92M	Buy	98,529 +20,377	+26%	+$1.5M	4.4%	5
2024 Q3	$6.1M	Buy	+78,152	New	+$5.85M	4.38%	6
2024 Q1	$1.49M	Buy	+20,056	New	+$1.43M	1.79%	20

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

Westfuller Advisors's IEFA Position: Q1 2026 in Review

Westfuller Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.9% in Q1 2026, buying an estimated $337K and bringing the position to 64,948 shares worth $5.88M. The position accounts for 2.54% of the portfolio, ranked #7.

Westfuller Advisors first reported a position in IEFA in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.92M in Q4 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Westfuller Advisors held 64,948 shares of iShares Core MSCI EAFE ETF worth $5.88M as of Q1 2026.
Westfuller Advisors bought 3,614 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $337K.
iShares Core MSCI EAFE ETF made up 2.54% of Westfuller Advisors's portfolio in Q1 2026, its #7 holding.
Westfuller Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's iShares Core MSCI EAFE ETF position peaked at $6.92M in Q4 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.