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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 2,454 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.
  • 2,454 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.