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 Q2	$12.4M	Buy	128,488 +132	+0.1%	+$12.7K	3%	7
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 $1.55T 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 Capital Management's IEFA Position: Q2 2026 in Review

Winthrop Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.1% in Q2 2026, buying an estimated $12.7K and bringing the position to 128,488 shares worth $12.4M. The position accounts for 3% of the portfolio, ranked #7.

Winthrop Capital Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q3 2025. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Winthrop Capital Management held 128,488 shares of iShares Core MSCI EAFE ETF worth $12.4M as of Q2 2026.
Winthrop Capital Management bought 132 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.7K.
iShares Core MSCI EAFE ETF made up 3% of Winthrop Capital Management's portfolio in Q2 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 11 quarters since.
Winthrop Capital Management's iShares Core MSCI EAFE ETF position peaked at $13.7M in Q3 2025.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.