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Wilshire Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wilshire Advisors’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 		$3.79M Sell
41,854
-5,009
-11% -$468K 38.03% 1
2025
Q4 		$4.19M Sell
46,863
-2,130
-4% -$188K 36.11% 1
2025
Q3 		$4.28M Sell
48,993
-2,738
-5% -$233K 11.09% 3
2025
Q2 		$4.32M Sell
51,731
-391,820
-88% -$31.1M 39.06% 1
2025
Q1 		$3.36M Sell
443,551
-384,055
-46% -$28.7M 10.61% 5
2024
Q4 		$58.2M Buy
827,606
+235,590
+40% +$17.4M 21.24% 2
2024
Q3 		$46.2M Buy
592,016
+4,957
+0.8% +$371K 22.19% 2
2024
Q2 		$42.6M Sell
587,059
-23,652
-4% -$1.74M 21.38% 2
2024
Q1 		$45.3M Sell
610,711
-15,600
-2% -$1.11M 22.55% 2
2023
Q4 		$44.1M Sell
626,311
-10,949
-2% -$722K 22.82% 2
2023
Q3 		$41M Buy
637,260
+6,229
+1% +$417K 22.78% 2
2023
Q2 		$42.6M Sell
631,031
-2,737
-0.4% -$186K 22.58% 2
2023
Q1 		$42.4M Sell
633,768
-56,279
-8% -$3.69M 22.68% 2
2022
Q4 		$42.5M Sell
690,047
-36,808
-5% -$2.17M 23.23% 2
2022
Q3 		$38.3M Buy
726,855
+16,602
+2% +$976K 21.92% 2
2022
Q2 		$41.8M Sell
710,253
-20,944
-3% -$1.34M 21.87% 2
2022
Q1 		$50.8M Sell
731,197
-6,965
-0.9% -$493K 22.71% 2
2021
Q4 		$55.1M Buy
738,162
+631,062
+589% +$47.4M 21.12% 2
2021
Q3 		$7.95M Sell
107,100
-911
-0.8% -$69.3K 21.17% 1
2021
Q2 		$8.09M Sell
108,011
-5,530
-5% -$418K 20.69% 1
2021
Q1 		$8.18M Sell
113,541
-5,715
-5% -$408K 7.73% 2
2020
Q4 		$8.24M Buy
+119,256
New +$7.71M 7.82% 2

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

Wilshire Advisors's IEFA Position: Q1 2026 in Review

Wilshire Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2026, selling an estimated $468K and leaving 41,854 shares worth $3.79M. The position accounts for 38.03% of the portfolio, ranked #1.

Wilshire Advisors first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $58.2M in Q4 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Wilshire Advisors held 41,854 shares of iShares Core MSCI EAFE ETF worth $3.79M as of Q1 2026.
  • Wilshire Advisors sold 5,009 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $468K.
  • iShares Core MSCI EAFE ETF made up 38.03% of Wilshire Advisors's portfolio in Q1 2026, its #1 holding.
  • Wilshire Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Wilshire Advisors's iShares Core MSCI EAFE ETF position peaked at $58.2M in Q4 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Wilshire Advisors's 13F filing for Q1 2026, filed 27 May 2026.