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World Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

World Investment Advisors’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 		$31.8M Sell
348,586
-14,885
-4% -$1.43M 0.53% 35
2026
Q1 		$32.9M Sell
363,471
-128,168
-26% -$12M 0.53% 33
2025
Q4 		$44M Buy
491,639
+65,520
+15% +$5.79M 0.71% 23
2025
Q3 		$37.2M Buy
426,119
+13,072
+3% +$1.11M 0.76% 23
2025
Q2 		$34.5M Buy
413,047
+18,303
+5% +$1.45M 0.78% 23
2025
Q1 		$29.9M Buy
394,744
+120,986
+44% +$9.05M 0.78% 17
2024
Q4 		$19.2M Buy
273,758
+161,949
+145% +$11.9M 0.53% 37
2024
Q3 		$8.73M Buy
111,809
+52,153
+87% +$3.9M 0.27% 92
2024
Q2 		$4.33M Buy
59,656
+7,868
+15% +$579K 0.27% 76
2024
Q1 		$3.84M Sell
51,788
-1,104
-2% -$78.6K 0.55% 39
2023
Q4 		$3.72M Buy
52,892
+921
+2% +$60.7K 0.48% 42
2023
Q3 		$3.34M Buy
51,971
+167
+0.3% +$11.2K 0.66% 32
2023
Q2 		$3.5M Sell
51,804
-370
-0.7% -$25.1K 0.68% 27
2023
Q1 		$3.49M Buy
52,174
+6,105
+13% +$400K 0.73% 27
2022
Q4 		$2.84M Sell
46,069
-6,994
-13% -$412K 0.65% 33
2022
Q3 		$2.79M Sell
53,063
-468
-0.9% -$27.5K 0.66% 29
2022
Q2 		$3.29M Buy
53,531
+2,187
+4% +$140K 0.69% 28
2022
Q1 		$3.57M Sell
51,344
-382
-0.7% -$27K 0.74% 28
2021
Q4 		$3.75M Buy
51,726
+7,043
+16% +$529K 0.79% 26
2021
Q3 		$3.32M Buy
44,683
+69
+0.2% +$5.25K 0.75% 26
2021
Q2 		$3.34M Buy
44,614
+2,148
+5% +$162K 0.76% 25
2021
Q1 		$3.15M Sell
42,466
-8,279
-16% -$592K 0.76% 25
2020
Q4 		$3.68M Buy
50,745
+2,542
+5% +$164K 0.93% 23
2020
Q3 		$2.91M Sell
48,203
-338
-0.7% -$20.4K 0.99% 24
2020
Q2 		$3M Sell
48,541
-43,888
-47% -$2.38M 1.05% 22
2020
Q1 		$4.61M Sell
92,429
-97
-0.1% -$5.77K 2.14% 14
2019
Q4 		$6.04M Buy
92,526
+55,393
+149% +$3.51M 2.35% 14
2019
Q3 		$2.27M Buy
37,133
+946
+3% +$57.1K 0.97% 18
2019
Q2 		$2.14M Buy
36,187
+843
+2% +$51.6K 0.94% 18
2019
Q1 		$2.15M Buy
35,344
+10,358
+41% +$611K 0.98% 21
2018
Q4 		$1.38M Buy
+24,986
New +$1.47M 0.62% 29

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 Investment Advisors's IEFA Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.1% in Q2 2026, selling an estimated $1.43M and leaving 348,586 shares worth $31.8M. The position accounts for 0.53% of the portfolio, ranked #35.

World Investment Advisors first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $44M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • World Investment Advisors held 348,586 shares of iShares Core MSCI EAFE ETF worth $31.8M as of Q2 2026.
  • World Investment Advisors sold 14,885 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Core MSCI EAFE ETF made up 0.53% of World Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • World Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $44M in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.