WPG Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WPG Advisers’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	$382K	Sell	3,952 -22	-0.6%	-$2.11K	0.22%	58
2026 Q1	$360K	Sell	3,974 -20	-0.5%	-$1.87K	0.27%	49
2025 Q4	$357K	Sell	3,994 -33	-0.8%	-$2.92K	0.27%	54
2025 Q3	$352K	Sell	4,027 -2	-0%	-$170	0.27%	53
2025 Q2	$336K	Sell	4,029 -24	-0.6%	-$1.91K	0.28%	52
2025 Q1	$307K	Sell	4,053 -2,079	-34%	-$155K	0.29%	52
2024 Q4	$431K	Buy	+6,132	New	+$452K	0.4%	38

Other funds holding IEFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WPG Advisers's IEFA Position: Q2 2026 in Review

WPG Advisers reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.55% in Q2 2026, selling an estimated $2.11K and leaving 3,952 shares worth $382K. The position accounts for 0.22% of the portfolio, ranked #58.

WPG Advisers first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $431K in Q4 2024. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

WPG Advisers held 3,952 shares of iShares Core MSCI EAFE ETF worth $382K as of Q2 2026.
WPG Advisers sold 22 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.11K.
iShares Core MSCI EAFE ETF made up 0.22% of WPG Advisers's portfolio in Q2 2026, its #58 holding.
WPG Advisers first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's iShares Core MSCI EAFE ETF position peaked at $431K in Q4 2024.
1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.