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Wharton Business Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wharton Business Group’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 		$2.67M Sell
29,518
-1,130
-4% -$105K 0.1% 65
2025
Q4 		$2.74M Buy
30,648
+295
+1% +$26.1K 0.1% 62
2025
Q3 		$2.65M Buy
30,353
+90
+0.3% +$7.65K 0.12% 62
2025
Q2 		$2.53M Buy
30,263
+1,780
+6% +$141K 0.11% 63
2025
Q1 		$2.15M Sell
28,483
-340
-1% -$25.4K 0.1% 65
2024
Q4 		$2.03M Sell
28,823
-75
-0.3% -$5.53K 0.09% 65
2024
Q3 		$2.25M Sell
28,898
-3,729
-11% -$279K 0.1% 67
2024
Q2 		$2.37M Buy
32,627
+1,799
+6% +$132K 0.12% 62
2024
Q1 		$2.29M Sell
30,828
-385
-1% -$27.4K 0.11% 63
2023
Q4 		$2.2M Buy
31,213
+2,295
+8% +$151K 0.11% 63
2023
Q3 		$1.86M Sell
28,918
-82
-0.3% -$5.49K 0.1% 66
2023
Q2 		$1.96M Sell
29,000
-799
-3% -$54.2K 0.13% 57
2023
Q1 		$1.99M Sell
29,799
-316,010
-91% -$20.7M 0.12% 63
2022
Q4 		$21.3M Buy
345,809
+306,026
+769% +$18M 1.24% 20
2022
Q3 		$2.1M Buy
39,783
+7,558
+23% +$444K 0.14% 59
2022
Q2 		$1.9M Sell
32,225
-49
-0.2% -$3.14K 0.13% 59
2022
Q1 		$2.24M Sell
32,274
-60,305
-65% -$4.27M 0.14% 55
2021
Q4 		$6.91M Buy
92,579
+60,305
+187% +$4.53M 0.43% 41
2021
Q3 		$2.4M Buy
32,274
+464
+1% +$35.3K 0.24% 29
2021
Q2 		$2.38M Buy
31,810
+100
+0.3% +$7.55K 0.19% 47
2021
Q1 		$2.29M Sell
31,710
-371
-1% -$26.5K 0.18% 50
2020
Q4 		$2.22M Sell
32,081
-550
-2% -$35.6K 0.18% 48
2020
Q3 		$1.97M Sell
32,631
-2,000
-6% -$121K 0.18% 48
2020
Q2 		$1.98M Sell
34,631
-10,436
-23% -$566K 0.19% 48
2020
Q1 		$2.25M Sell
45,067
-281,170
-86% -$16.7M 0.25% 41
2019
Q4 		$21.3M Sell
326,237
-547,128
-63% -$34.7M 1.98% 18
2019
Q3 		$53.3M Sell
873,365
-13,235
-1% -$799K 5.35% 6
2019
Q2 		$54.4M Buy
886,600
+84,509
+11% +$5.18M 5.55% 5
2019
Q1 		$48.7M Sell
802,091
-39,575
-5% -$2.34M 5.04% 6
2018
Q4 		$46.3M Buy
841,666
+264,668
+46% +$15.5M 5.46% 5
2018
Q3 		$37M Buy
576,998
+11,555
+2% +$737K 3.67% 8
2018
Q2 		$35.8M Buy
565,443
+1,190
+0.2% +$78.8K 3.73% 8
2018
Q1 		$37.2M Buy
564,253
+3,053
+0.5% +$205K 3.84% 8
2017
Q4 		$37.1M Sell
561,200
-19,550
-3% -$1.27M 3.85% 8
2017
Q3 		$37.3M Buy
580,750
+8,363
+1% +$523K 3.94% 8
2017
Q2 		$34.9M Buy
572,387
+459,647
+408% +$27.7M 3.71% 8
2017
Q1 		$6.53M Sell
112,740
-14,090
-11% -$792K 0.7% 33
2016
Q4 		$6.8M Buy
126,830
+22,585
+22% +$1.21M 0.81% 33
2016
Q3 		$5.75M Buy
104,245
+21,020
+25% +$1.13M 0.71% 38
2016
Q2 		$4.32M Buy
83,225
+71,505
+610% +$3.82M 0.51% 41
2016
Q1 		$623K Buy
11,720
+7,065
+152% +$360K 0.07% 92
2015
Q4 		$253K Buy
+4,655
New +$258K 0.03% 113

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wharton Business Group's IEFA Position: Q1 2026 in Review

Wharton Business Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q1 2026, selling an estimated $105K and leaving 29,518 shares worth $2.67M. The position accounts for 0.1% of the portfolio, ranked #65.

Wharton Business Group first reported a position in IEFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $54.4M in Q2 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Wharton Business Group held 29,518 shares of iShares Core MSCI EAFE ETF worth $2.67M as of Q1 2026.
  • Wharton Business Group sold 1,130 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $105K.
  • iShares Core MSCI EAFE ETF made up 0.1% of Wharton Business Group's portfolio in Q1 2026, its #65 holding.
  • Wharton Business Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • Wharton Business Group's iShares Core MSCI EAFE ETF position peaked at $54.4M in Q2 2019.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.