WEG
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World Equity Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

World Equity Group’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 		$232K Sell
2,398
-179
-7% -$17.2K 0.05% 350
2026
Q1 		$233K Sell
2,577
-1,554
-38% -$145K 0.06% 337
2025
Q4 		$370K Buy
4,131
+1,211
+41% +$107K 0.1% 217
2025
Q3 		$255K Buy
+2,920
New +$248K 0.06% 301

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

World Equity Group's IEFA Position: Q2 2026 in Review

World Equity Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.9% in Q2 2026, selling an estimated $17.2K and leaving 2,398 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #350.

World Equity Group first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. The position peaked at $370K in Q4 2025. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • World Equity Group held 2,398 shares of iShares Core MSCI EAFE ETF worth $232K as of Q2 2026.
  • World Equity Group sold 179 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Core MSCI EAFE ETF made up 0.05% of World Equity Group's portfolio in Q2 2026, its #350 holding.
  • World Equity Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • World Equity Group's iShares Core MSCI EAFE ETF position peaked at $370K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.