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WMS Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-4,724
Closed -$332K – 124
2024
Q4 		$332K Buy
4,724
+1,790
+61% +$132K 0.02% 230
2024
Q3 		$229K Sell
2,934
-43
-1% -$3.22K 0.01% 261
2024
Q2 		$216K Sell
2,977
-75
-2% -$5.52K 0.01% 247
2024
Q1 		$227K Buy
+3,052
New +$217K 0.02% 247
2016
Q4 		– Sell
-3,700
Closed -$204K – 188
2016
Q3 		$204K Buy
+3,700
New +$200K 0.03% 182

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WMS Partners's IEFA Position: Q1 2025 in Review

WMS Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 4,724 shares — an estimated $332K sold.

WMS Partners first reported a position in IEFA in Q3 2016 and held it in 5 quarters. The position peaked at $332K in Q4 2024. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • WMS Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 4,724 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $332K.
  • WMS Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and held it in 5 quarters.
  • WMS Partners's iShares Core MSCI EAFE ETF position peaked at $332K in Q4 2024.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.