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White Lighthouse Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

White Lighthouse Investment Management’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
2025
Q3 		– Sell
-2,415
Closed -$202K – 142
2025
Q2 		$202K Buy
+2,415
New +$192K 0.03% 137
2024
Q4 		– Sell
-2,631
Closed -$205K – 136
2024
Q3 		$205K Buy
+2,631
New +$197K 0.04% 129

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

White Lighthouse Investment Management's IEFA Position: Q3 2025 in Review

White Lighthouse Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 2,415 shares — an estimated $202K sold.

White Lighthouse Investment Management first reported a position in IEFA in Q3 2024 and held it in 2 quarters. The position peaked at $205K in Q3 2024. 2,137 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • White Lighthouse Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • White Lighthouse Investment Management sold 2,415 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $202K.
  • White Lighthouse Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
  • White Lighthouse Investment Management's iShares Core MSCI EAFE ETF position peaked at $205K in Q3 2024.
  • 2,137 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on White Lighthouse Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.