Westmount Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Westmount Partners’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	$1.45M	Buy	15,063 +26	+0.2%	+$2.5K	0.32%	69
2026 Q1	$1.36M	Buy	15,037 +392	+3%	+$36.6K	0.34%	60
2025 Q4	$1.31M	Buy	14,645 +4,077	+39%	+$361K	0.33%	63
2025 Q3	$929K	Sell	10,568 -536	-5%	-$45.5K	0.24%	80
2025 Q2	$927K	Sell	11,104 -689	-6%	-$54.7K	0.25%	79
2025 Q1	$892K	Buy	11,793 +101	+0.9%	+$7.55K	0.27%	81
2024 Q4	$822K	Sell	11,692 -49	-0.4%	-$3.62K	0.25%	81
2024 Q3	$916K	Sell	11,741 -13	-0.1%	-$973	0.28%	76
2024 Q2	$855K	Sell	11,754 -180	-2%	-$13.2K	0.28%	73
2024 Q1	$886K	Buy	11,934 +2,306	+24%	+$164K	0.32%	70
2023 Q4	$677K	Buy	9,628 +217	+2%	+$14.3K	0.28%	81
2023 Q3	$606K	Buy	+9,411	New	+$630K	0.27%	86

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

Westmount Partners's IEFA Position: Q2 2026 in Review

Westmount Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.17% in Q2 2026, buying an estimated $2.5K and bringing the position to 15,063 shares worth $1.45M. The position accounts for 0.32% of the portfolio, ranked #69.

Westmount Partners first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Westmount Partners held 15,063 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q2 2026.
Westmount Partners bought 26 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.5K.
iShares Core MSCI EAFE ETF made up 0.32% of Westmount Partners's portfolio in Q2 2026, its #69 holding.
Westmount Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.