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

Winthrop 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	$2.16M	Sell	22,375 -1,891	-8%	-$182K	0.15%	61
2026 Q1	$2.2M	Buy	24,266 +2,066	+9%	+$193K	0.18%	53
2025 Q4	$1.99M	Buy	22,200 +6,022	+37%	+$533K	0.17%	54
2025 Q3	$1.41M	Buy	16,178 +2,553	+19%	+$217K	0.12%	61
2025 Q2	$1.14M	Buy	13,625 +9,729	+250%	+$772K	0.11%	63
2025 Q1	$295K	Buy	3,896 +230	+6%	+$17.2K	0.04%	118
2024 Q4	$258K	Buy	3,666 +151	+4%	+$11.1K	0.03%	131
2024 Q3	$274K	Buy	3,515 +290	+9%	+$21.7K	0.03%	118
2024 Q2	$234K	Sell	3,225 -2,089	-39%	-$154K	0.03%	124
2024 Q1	$394K	Buy	5,314 +1,915	+56%	+$136K	0.06%	97
2023 Q4	$239K	Buy	+3,399	New	+$224K	0.04%	121
2022 Q4	–	Sell	-4,392	Closed	-$231K	–	124
2022 Q3	$231K	Sell	4,392 -50,004	-92%	-$2.94M	0.05%	98
2022 Q2	$3.2M	Sell	54,396 -4,275	-7%	-$274K	0.75%	21
2022 Q1	$4.08M	Buy	+58,671	New	+$4.15M	0.85%	18
2021 Q4	–	Sell	-2,768	Closed	-$206K	–	148
2021 Q3	$206K	Buy	+2,768	New	+$211K	0.05%	134

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

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

Winthrop Advisory Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.8% in Q2 2026, selling an estimated $182K and leaving 22,375 shares worth $2.16M. The position accounts for 0.15% of the portfolio, ranked #61.

Winthrop Advisory Group first reported a position in IEFA in Q3 2021 and has held it in 15 quarters since. The position peaked at $4.08M in Q1 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Winthrop Advisory Group held 22,375 shares of iShares Core MSCI EAFE ETF worth $2.16M as of Q2 2026.
Winthrop Advisory Group sold 1,891 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $182K.
iShares Core MSCI EAFE ETF made up 0.15% of Winthrop Advisory Group's portfolio in Q2 2026, its #61 holding.
Winthrop Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 15 quarters since.
Winthrop Advisory Group's iShares Core MSCI EAFE ETF position peaked at $4.08M in Q1 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.