WWM
IEFA icon

Wolff Wiese Magana’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wolff Wiese Magana’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 		$2.36M Buy
24,473
+2,605
+12% +$250K 1.09% 28
2026
Q1 		$1.98M Buy
21,868
+3,000
+16% +$280K 1.09% 35
2025
Q4 		$1.69M Buy
18,868
+3,454
+22% +$305K 0.92% 37
2025
Q3 		$1.35M Buy
15,414
+1,939
+14% +$165K 0.76% 42
2025
Q2 		$1.12M Buy
13,475
+1,482
+12% +$118K 0.7% 51
2025
Q1 		$907K Buy
11,993
+1,777
+17% +$133K 0.62% 53
2024
Q4 		$718K Buy
10,216
+2,258
+28% +$167K 0.48% 54
2024
Q3 		$621K Buy
7,958
+1,848
+30% +$138K 0.43% 58
2024
Q2 		$444K Buy
6,110
+1,985
+48% +$146K 0.35% 63
2024
Q1 		$306K Buy
4,125
+899
+28% +$64K 0.26% 70
2023
Q4 		$227K Sell
3,226
-16,171
-83% -$1.07M 0.22% 77
2023
Q3 		$1.25M Buy
19,397
+1,020
+6% +$68.3K 1.02% 36
2023
Q2 		$1.24M Buy
18,377
+208
+1% +$14.1K 0.96% 39
2023
Q1 		$1.21M Buy
18,169
+258
+1% +$16.9K 0.99% 39
2022
Q4 		$1.1M Sell
17,911
-2,049
-10% -$121K 0.95% 39
2022
Q3 		$1.05M Sell
19,960
-988
-5% -$58.1K 0.84% 41
2022
Q2 		$1.23M Sell
20,948
-1,266
-6% -$81.2K 0.9% 40
2022
Q1 		$1.54M Buy
22,214
+3,728
+20% +$264K 1.03% 29
2021
Q4 		$1.38M Buy
18,486
+593
+3% +$44.6K 0.89% 32
2021
Q3 		$1.33M Buy
17,893
+5,238
+41% +$398K 0.94% 28
2021
Q2 		$947K Sell
12,655
-214
-2% -$16.2K 0.68% 42
2021
Q1 		$927K Buy
12,869
+2,645
+26% +$189K 0.72% 41
2020
Q4 		$706K Buy
+10,224
New +$661K 0.6% 46

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wolff Wiese Magana's IEFA Position: Q2 2026 in Review

Wolff Wiese Magana increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, buying an estimated $250K and bringing the position to 24,473 shares worth $2.36M. The position accounts for 1.09% of the portfolio, ranked #28.

Wolff Wiese Magana first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wolff Wiese Magana held 24,473 shares of iShares Core MSCI EAFE ETF worth $2.36M as of Q2 2026.
  • Wolff Wiese Magana bought 2,605 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $250K.
  • iShares Core MSCI EAFE ETF made up 1.09% of Wolff Wiese Magana's portfolio in Q2 2026, its #28 holding.
  • Wolff Wiese Magana first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.