Windsor Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Windsor Advisory Group’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	–	Sell	-1,643	Closed	-$149K	–	104
2026 Q1	$149K	Buy	+1,643	New	+$153K	0.12%	57
2023 Q1	–	Sell	-675	Closed	-$41.6K	–	71
2022 Q4	$41.6K	Buy	+675	New	+$39.7K	0.11%	59

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Windsor Advisory Group's IEFA Position: Q2 2026 in Review

Windsor Advisory Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 1,643 shares — an estimated $149K sold.

Windsor Advisory Group first reported a position in IEFA in Q4 2022 and held it in 2 quarters. The position peaked at $149K in Q1 2026. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Windsor Advisory Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Windsor Advisory Group sold 1,643 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $149K.
Windsor Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 2 quarters.
Windsor Advisory Group's iShares Core MSCI EAFE ETF position peaked at $149K in Q1 2026.
2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.