WFA of San Diego’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WFA of San Diego’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	–	Sell	-20	Closed	-$1.81K	–	218
2026 Q1	$1.81K	Buy	+20	New	+$1.87K	﹤0.01%	367
2020 Q3	–	Sell	-3,317	Closed	-$218K	–	153
2020 Q2	$218K	Buy	+3,317	New	+$180K	0.05%	239

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

WFA of San Diego's IEFA Position: Q2 2026 in Review

WFA of San Diego sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 20 shares — an estimated $1.81K sold.

WFA of San Diego first reported a position in IEFA in Q2 2020 and held it in 2 quarters. The position peaked at $218K in Q2 2020. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

WFA of San Diego reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 20 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.81K.
WFA of San Diego first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 2 quarters.
WFA of San Diego's iShares Core MSCI EAFE ETF position peaked at $218K in Q2 2020.
2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.