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Widmann Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Widmann Financial Services’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 		$11.5M Buy
118,732
+4,239
+4% +$407K 6.15% 1
2026
Q1 		$10.4M Sell
114,493
-138
-0.1% -$12.9K 6.16% 1
2025
Q4 		$10.3M Buy
114,631
+2,419
+2% +$214K 6.27% 1
2025
Q3 		$9.8M Buy
112,212
+3,806
+4% +$323K 6.16% 1
2025
Q2 		$9.05M Buy
108,406
+2,120
+2% +$168K 6.31% 1
2025
Q1 		$8.04M Buy
106,286
+2,874
+3% +$215K 6.25% 1
2024
Q4 		$7.27M Sell
103,412
-1,976
-2% -$146K 5.62% 1
2024
Q3 		$8.23M Buy
105,388
+2,024
+2% +$152K 6.23% 1
2024
Q2 		$7.51M Buy
103,364
+503
+0.5% +$37K 6.11% 1
2024
Q1 		$7.63M Buy
102,861
+2,447
+2% +$174K 6.41% 1
2023
Q4 		$7.06M Buy
100,414
+1,826
+2% +$120K 6.36% 1
2023
Q3 		$6.34M Buy
98,588
+1,776
+2% +$119K 6.32% 1
2023
Q2 		$6.53M Buy
96,812
+130
+0.1% +$8.82K 6.25% 1
2023
Q1 		$6.46M Sell
96,682
-630
-0.6% -$41.3K 6.51% 1
2022
Q4 		$6M Sell
97,312
-2,741
-3% -$161K 6.28% 1
2022
Q3 		$5.27M Buy
100,053
+5,250
+6% +$309K 5.84% 1
2022
Q2 		$5.58M Buy
94,803
+1,728
+2% +$111K 5.77% 1
2022
Q1 		$6.47M Buy
93,075
+3,796
+4% +$269K 5.73% 2
2021
Q4 		$6.66M Buy
+89,279
New +$6.71M 5.49% 1

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Widmann Financial Services's IEFA Position: Q2 2026 in Review

Widmann Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q2 2026, buying an estimated $407K and bringing the position to 118,732 shares worth $11.5M. The position accounts for 6.15% of the portfolio, ranked #1.

Widmann Financial Services first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Widmann Financial Services held 118,732 shares of iShares Core MSCI EAFE ETF worth $11.5M as of Q2 2026.
  • Widmann Financial Services bought 4,239 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $407K.
  • iShares Core MSCI EAFE ETF made up 6.15% of Widmann Financial Services's portfolio in Q2 2026, its #1 holding.
  • Widmann Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.