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

Wingate Wealth 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 Q2	$967K	Sell	10,013 -7,335	-42%	-$705K	0.43%	50
2026 Q1	$1.57M	Buy	17,348 +60	+0.3%	+$5.6K	0.84%	34
2025 Q4	$1.55M	Sell	17,288 -374	-2%	-$33.1K	0.86%	34
2025 Q3	$1.54M	Buy	17,662 +260	+1%	+$22.1K	1.07%	31
2025 Q2	$1.45M	Buy	17,402 +25	+0.1%	+$1.98K	1.29%	30
2025 Q1	$1.31M	Buy	17,377 +284	+2%	+$21.2K	1.51%	25
2024 Q4	$1.2M	Buy	+17,093	New	+$1.26M	1.18%	24

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

Wingate Wealth Advisors's IEFA Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 42% in Q2 2026, selling an estimated $705K and leaving 10,013 shares worth $967K. The position accounts for 0.43% of the portfolio, ranked #50.

Wingate Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Wingate Wealth Advisors held 10,013 shares of iShares Core MSCI EAFE ETF worth $967K as of Q2 2026.
Wingate Wealth Advisors sold 7,335 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $705K.
iShares Core MSCI EAFE ETF made up 0.43% of Wingate Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Wingate Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.57M in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.