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Winch Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Winch Advisory 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
2025
Q1 		– Sell
-18
Closed -$1.29K – 519
2024
Q4 		$1.29K Hold
18
– – ﹤0.01% 467
2024
Q3 		$1.41K Buy
+18
New +$1.35K ﹤0.01% 393

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Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Winch Advisory Services's IEFA Position: Q1 2025 in Review

Winch Advisory Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 18 shares — an estimated $1.29K sold.

Winch Advisory Services first reported a position in IEFA in Q3 2024 and held it in 2 quarters. The position peaked at $1.41K in Q3 2024. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Winch Advisory Services reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 18 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $1.29K.
  • Winch Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
  • Winch Advisory Services's iShares Core MSCI EAFE ETF position peaked at $1.41K in Q3 2024.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.