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

Whalerock Point 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	$702K	Sell	7,264 -749	-9%	-$71.9K	0.12%	100
2026 Q1	$725K	Buy	8,013 +4,577	+133%	+$427K	0.14%	90
2025 Q4	$307K	Buy	+3,436	New	+$304K	0.06%	158

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

Whalerock Point Partners's IEFA Position: Q2 2026 in Review

Whalerock Point Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.3% in Q2 2026, selling an estimated $71.9K and leaving 7,264 shares worth $702K. The position accounts for 0.12% of the portfolio, ranked #100.

Whalerock Point Partners first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $725K in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Whalerock Point Partners held 7,264 shares of iShares Core MSCI EAFE ETF worth $702K as of Q2 2026.
Whalerock Point Partners sold 749 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $71.9K.
iShares Core MSCI EAFE ETF made up 0.12% of Whalerock Point Partners's portfolio in Q2 2026, its #100 holding.
Whalerock Point Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
Whalerock Point Partners's iShares Core MSCI EAFE ETF position peaked at $725K in Q1 2026.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.