Winthrop Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Winthrop Capital 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 Q1	$11.6M	Sell	128,356 -24,304	-16%	-$2.27M	2.98%	7
2025 Q4	$13.7M	Sell	152,660 -4,359	-3%	-$385K	3.18%	6
2025 Q3	$13.7M	Buy	157,019 +1,156	+0.7%	+$98.2K	3.32%	5
2025 Q2	$13M	Sell	155,863 -8,556	-5%	-$679K	3.29%	6
2025 Q1	$12.4M	Buy	164,419 +16,229	+11%	+$1.21M	3.42%	6
2024 Q4	$10.4M	Buy	148,190 +10,588	+8%	+$781K	2.77%	8
2024 Q3	$10.7M	Buy	137,602 +104	+0.1%	+$7.79K	5.11%	6
2024 Q2	$9.99M	Buy	137,498 +1,040	+0.8%	+$76.5K	5%	5
2024 Q1	$10.1M	Sell	136,458 -5,492	-4%	-$391K	4.67%	6
2023 Q4	$9.99M	Buy	+141,950	New	+$9.36M	3.26%	6

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Winthrop Capital Management's IEFA Position: Q1 2026 in Review

Winthrop Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q1 2026, selling an estimated $2.27M and leaving 128,356 shares worth $11.6M. The position accounts for 2.98% of the portfolio, ranked #7.

Winthrop Capital Management first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.7M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Winthrop Capital Management held 128,356 shares of iShares Core MSCI EAFE ETF worth $11.6M as of Q1 2026.
Winthrop Capital Management sold 24,304 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.27M.
iShares Core MSCI EAFE ETF made up 2.98% of Winthrop Capital Management's portfolio in Q1 2026, its #7 holding.
Winthrop Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's iShares Core MSCI EAFE ETF position peaked at $13.7M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.