Williams & Novak
IEFA icon

Williams & Novak’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Williams & Novak’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
Q3 		$2.18M Sell
22,487
-625
-3% -$61.7K 1.29% 18
2026
Q2 		$2.23M Hold
23,112
– – 1.48% 16
2026
Q1 		$2.12M Sell
23,112
-251
-1% -$23.4K 1.59% 15
2025
Q4 		$2.09M Sell
23,363
-182
-0.8% -$16.1K 1.57% 16
2025
Q3 		$2.06M Buy
23,545
+654
+3% +$55.6K 1.58% 16
2025
Q2 		$1.91M Sell
22,891
-1,762
-7% -$140K 1.63% 16
2025
Q1 		$1.87M Sell
24,653
-984
-4% -$73.6K 1.83% 12
2024
Q4 		$1.8M Sell
25,637
-2,713
-10% -$200K 1.74% 13
2024
Q3 		$2.21M Sell
28,350
-2,925
-9% -$219K 2.07% 10
2024
Q2 		$2.27M Buy
31,275
+44
+0.1% +$3.24K 2.12% 10
2024
Q1 		$2.2M Hold
31,231
– – 2.5% 9
2023
Q4 		$2.2M Buy
+31,231
New +$2.06M 2.5% 9

Other funds holding IEFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Williams & Novak's IEFA Position: Q3 2026 in Review

Williams & Novak reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q3 2026, selling an estimated $61.7K and leaving 22,487 shares worth $2.18M. The position accounts for 1.29% of the portfolio, ranked #18.

Williams & Novak first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.27M in Q2 2024. 2,051 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Williams & Novak held 22,487 shares of iShares Core MSCI EAFE ETF worth $2.18M as of Q3 2026.
  • Williams & Novak sold 625 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $61.7K.
  • iShares Core MSCI EAFE ETF made up 1.29% of Williams & Novak's portfolio in Q3 2026, its #18 holding.
  • Williams & Novak first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • Williams & Novak's iShares Core MSCI EAFE ETF position peaked at $2.27M in Q2 2024.
  • 2,051 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.