Westside Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Buy |
116,143
+113,688
| +4,631% | +$10.6M | 1.61% | 9 |
|
|
2025
Q4 | $221K | Sell |
2,455
-114,253
| -98% | -$10.1M | 0.04% | 269 |
|
|
2025
Q3 | $10.2M | Buy |
116,708
+1,147
| +1% | +$97.5K | 1.63% | 12 |
|
|
2025
Q2 | $9.65M | Sell |
115,561
-52
| -0% | -$4.13K | 1.79% | 10 |
|
|
2025
Q1 | $8.75M | Buy |
115,613
+2,141
| +2% | +$160K | 1.86% | 8 |
|
|
2024
Q4 | $7.97M | Sell |
113,472
-1,762
| -2% | -$130K | 1.68% | 10 |
|
|
2024
Q3 | $8.98M | Buy |
115,234
+3,272
| +3% | +$245K | 1.91% | 8 |
|
|
2024
Q2 | $8.13M | Buy |
111,962
+2,050
| +2% | +$151K | 1.86% | 8 |
|
|
2024
Q1 | $8.16M | Buy |
109,912
+2,677
| +2% | +$191K | 1.96% | 8 |
|
|
2023
Q4 | $7.54M | Buy |
107,235
+2,428
| +2% | +$160K | 1.93% | 8 |
|
|
2023
Q3 | $6.74M | Sell |
104,807
-15
| -0% | -$1K | 1.94% | 7 |
|
|
2023
Q2 | $7.08M | Sell |
104,822
-11,741
| -10% | -$796K | 2% | 6 |
|
|
2023
Q1 | $7.78M | Buy |
116,563
+483
| +0.4% | +$31.7K | 2.29% | 5 |
|
|
2022
Q4 | $127K | Buy |
116,080
+4,447
| +4% | +$262K | 0.31% | 79 |
|
|
2022
Q3 | $127K | Sell |
111,633
-13,423
| -11% | -$789K | 0.3% | 81 |
|
|
2022
Q2 | $111K | Buy |
125,056
+1,985
| +2% | +$127K | 0.25% | 84 |
|
|
2022
Q1 | $120K | Buy |
123,071
+6,441
| +6% | +$456K | 0.26% | 81 |
|
|
2021
Q4 | $128K | Buy |
116,630
+4,831
| +4% | +$363K | 0.29% | 74 |
|
|
2021
Q3 | $127K | Buy |
111,799
+2,605
| +2% | +$198K | 0.29% | 75 |
|
|
2021
Q2 | $128K | Buy |
109,194
+9,395
| +9% | +$709K | 0.3% | 71 |
|
|
2021
Q1 | $122K | Buy |
99,799
+999
| +1% | +$71.4K | 0.32% | 64 |
|
|
2020
Q4 | $62K | Sell |
98,800
-2,587
| -3% | -$167K | 0.17% | 90 |
|
|
2020
Q3 | $54.3K | Buy |
101,387
+1,513
| +2% | +$91.3K | 0.02% | 87 |
|
|
2020
Q2 | $51.4K | Sell |
99,874
-6,278
| -6% | -$340K | 0.03% | 70 |
|
|
2020
Q1 | $195K | Buy |
+106,152
| New | +$6.32M | 0.13% | 21 |
|
|
2019
Q2 | $185K | Buy |
+175,460
| New | +$10.8M | 0.41% | 13 |
|
|
2018
Q4 | $9.78M | Sell |
177,796
-220,989
| -55% | -$13M | 3.58% | 3 |
|
|
2018
Q3 | $27.6M | Buy |
398,785
+222,426
| +126% | +$14.2M | 8.82% | 2 |
|
|
2018
Q2 | $11.1M | Buy |
176,359
+12,367
| +8% | +$819K | 3.89% | 2 |
|
|
2018
Q1 | $10.6M | Buy |
163,992
+11,822
| +8% | +$794K | 5.84% | 1 |
|
|
2017
Q4 | $10.3M | Buy |
152,170
+25,079
| +20% | +$1.64M | 5.6% | 1 |
|
|
2017
Q3 | $8.15M | Buy |
127,091
+13,296
| +12% | +$832K | 4.92% | 3 |
|
|
2017
Q2 | $6.9M | Buy |
113,795
+4,360
| +4% | +$263K | 4.5% | 3 |
|
|
2017
Q1 | $6.3M | Buy |
+109,435
| New | +$6.15M | 3.01% | 5 |
|
Other funds holding IEFA
Westside Investment Management's IEFA Position: Q1 2026 in Review
Westside Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4,631% in Q1 2026, buying an estimated $10.6M and bringing the position to 116,143 shares worth $10.5M. The position accounts for 1.61% of the portfolio, ranked #9.
Westside Investment Management first reported a position in IEFA in Q1 2017 and has held it in 34 quarters since. The position peaked at $27.6M in Q3 2018. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Westside Investment Management held 116,143 shares of iShares Core MSCI EAFE ETF worth $10.5M as of Q1 2026.
- Westside Investment Management bought 113,688 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $10.6M.
- iShares Core MSCI EAFE ETF made up 1.61% of Westside Investment Management's portfolio in Q1 2026, its #9 holding.
- Westside Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 34 quarters since.
- Westside Investment Management's iShares Core MSCI EAFE ETF position peaked at $27.6M in Q3 2018.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.