WoodTrust Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WoodTrust Financial’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	$220K	Buy	+2,286	New	+$220K	0.03%	171
2024 Q4	–	Sell	-3,335	Closed	-$260K	–	183
2024 Q3	$260K	Buy	+3,335	New	+$250K	0.04%	160
2022 Q2	–	Sell	-7,488	Closed	-$521K	–	150
2022 Q1	$521K	Hold	7,488	–	–	0.11%	95
2021 Q4	$559K	Buy	7,488 +300	+4%	+$22.5K	0.12%	89
2021 Q3	$534K	Buy	7,188 +1,650	+30%	+$126K	0.13%	86
2021 Q2	$415K	Hold	5,538	–	–	0.11%	68
2021 Q1	$399K	Hold	5,538	–	–	0.12%	59
2020 Q4	$383K	Sell	5,538 -1,667	-23%	-$108K	0.12%	61
2020 Q3	$434K	Buy	+7,205	New	+$435K	0.16%	50

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

WoodTrust Financial's IEFA Position: Q2 2026 in Review

WoodTrust Financial opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,286 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings. This is a return to the name: WoodTrust Financial previously reported a position in IEFA as recently as Q3 2024.

WoodTrust Financial first reported a position in IEFA in Q3 2020 and has held it in 9 quarters since. The position peaked at $559K in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

WoodTrust Financial held 2,286 shares of iShares Core MSCI EAFE ETF worth $220K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new WoodTrust Financial position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.03% of WoodTrust Financial's portfolio in Q2 2026, its #171 holding.
WoodTrust Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 9 quarters since.
WoodTrust Financial's iShares Core MSCI EAFE ETF position peaked at $559K in Q4 2021.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.