Windward Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Windward Private Wealth Management’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	$3.79M	Sell	39,266 -200	-0.5%	-$19.2K	1.21%	14
2026 Q1	$3.57M	Sell	39,466 -2,340	-6%	-$218K	1.24%	15
2025 Q4	$3.74M	Hold	41,806	–	–	1.3%	14
2025 Q3	$3.65M	Sell	41,806 -2,421	-5%	-$206K	1.26%	14
2025 Q2	$3.69M	Sell	44,227 -181	-0.4%	-$14.4K	1.33%	14
2025 Q1	$3.36M	Sell	44,408 -1,040	-2%	-$77.8K	1.31%	14
2024 Q4	$3.19M	Hold	45,448	–	–	1.25%	14
2024 Q3	$3.55M	Sell	45,448 -285	-0.6%	-$21.3K	1.36%	14
2024 Q2	$3.32M	Hold	45,733	–	–	1.35%	14
2024 Q1	$3.39M	Sell	45,733 -9,259	-17%	-$659K	1.39%	14
2023 Q4	$3.87M	Buy	54,992 +2,896	+6%	+$191K	1.62%	14
2023 Q3	$3.35M	Sell	52,096 -155	-0.3%	-$10.4K	1.52%	16
2023 Q2	$3.53M	Sell	52,251 -251	-0.5%	-$17K	1.56%	15
2023 Q1	$3.51M	Sell	52,502 -1,840	-3%	-$121K	1.5%	15
2022 Q4	$3.35M	Buy	54,342 +19,636	+57%	+$1.16M	1.48%	15
2022 Q3	$1.83M	Buy	34,706 +12,078	+53%	+$710K	0.88%	22
2022 Q2	$1.33M	Sell	22,628 -2,009	-8%	-$129K	0.61%	25
2022 Q1	$1.71M	Buy	24,637 +3,101	+14%	+$219K	0.71%	21
2021 Q4	$1.61M	Buy	21,536 +725	+3%	+$54.5K	0.62%	25
2021 Q3	$1.54M	Sell	20,811 -20	-0.1%	-$1.52K	0.63%	25
2021 Q2	$1.56M	Sell	20,831 -1,084	-5%	-$81.8K	0.64%	25
2021 Q1	$1.58M	Sell	21,915 -684	-3%	-$48.9K	0.7%	25
2020 Q4	$1.56M	Buy	+22,599	New	+$1.46M	0.73%	26

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

Windward Private Wealth Management's IEFA Position: Q2 2026 in Review

Windward Private Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.51% in Q2 2026, selling an estimated $19.2K and leaving 39,266 shares worth $3.79M. The position accounts for 1.21% of the portfolio, ranked #14.

Windward Private Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.87M in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Windward Private Wealth Management held 39,266 shares of iShares Core MSCI EAFE ETF worth $3.79M as of Q2 2026.
Windward Private Wealth Management sold 200 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $19.2K.
iShares Core MSCI EAFE ETF made up 1.21% of Windward Private Wealth Management's portfolio in Q2 2026, its #14 holding.
Windward Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
Windward Private Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.87M in Q4 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.