How many shares of IEFA does Wealthspire Advisors, LLC own?

As of 2026-Q2, Wealthspire Advisors, LLC holds 831,014 shares of IEFA (ISHARES CORE MSCI EAFE ETF).

What is Wealthspire Advisors, LLC's IEFA position worth?

As of 2026-Q2, Wealthspire Advisors, LLC's IEFA position is worth $80.3M.

Is Wealthspire Advisors, LLC buying or selling IEFA?

In 2026-Q2, Wealthspire Advisors, LLC increased their IEFA position (+5.4% change in shares).

When did Wealthspire Advisors, LLC first buy IEFA?

Based on available 13F filings, Wealthspire Advisors, LLC first reported a position in IEFA in 2020-Q1. They have held the position across 26 quarters.

Back to WA Wealthspire Advisors, LLC

IEFA
26 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES CORE MSCI EAFE ETF

Current Value

$80.3M

Current Shares

831,014

Total Value Change

+$78.9M

Total Shares Change

+803,431

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	831,014	+5.4%	$80.3M	0.4%	$96.58	38
2026-Q1	Decreased	788,483	-2.7%	$71.4M	0.6%	$89.07	0
2025-Q4	Decreased	810,622	-1.2%	$72.5M	0.6%	$88.02	0
2025-Q3	Increased	820,116	+2.1%	$71.6M	0.4%	$84.28	36
2025-Q2	Decreased	803,032	-4.5%	$67M	0.4%	$80.58	0
2025-Q1	Decreased	841,072	-2.7%	$63.6M	0.4%	$71.73	0
2024-Q4	Increased	864,280	+2.4%	$60.7M	0.6%	$66.64	43
2024-Q3	Decreased	844,008	-1.7%	$65.9M	0.7%	$72.87	0
2024-Q2	Decreased	858,544	-2.2%	$62.4M	0.8%	$68.93	0
2024-Q1	Decreased	878,024	-3.9%	$65.2M	0.9%	$69.20	0
2023-Q4	Decreased	913,672	-3.3%	$64.3M	0.9%	$65.59	0
2023-Q3	Increased	944,342	+12.4%	$60.8M	1.0%	$59.17	52
2023-Q2	Decreased	839,777	-1.8%	$56.7M	0.9%	$61.07	0
2023-Q1	Decreased	855,536	-1.1%	$57.2M	1.0%	$59.34	0
2022-Q4	Increased	864,905	+1.2%	$53.3M	1.0%	$55.61	42
2022-Q3	Decreased	854,369	-0.8%	$45M	0.9%	$46.50	0
2022-Q2	Increased	860,953	+2392.8%	$50.7M	1.1%	$51.96	75
2022-Q1	Increased	34,537	+18.6%	$2.4M	0.1%	$60.12	31
2021-Q4	Decreased	29,124	-96.5%	$2.2M	0.0%	$64.55	0
2021-Q3	Increased	822,198	+4138.8%	$61M	1.3%	$63.03	75
2021-Q2	Decreased	19,397	-36.9%	$1.5M	0.0%	$63.55	0
2021-Q1	Increased	30,743	+33.7%	$2.2M	0.1%	$60.30	33
2020-Q4	Decreased	22,990	-22.3%	$1.6M	0.0%	$57.83	0
2020-Q3	New	29,594	-	$1.8M	0.1%	$50.00	43
2020-Q2	Exited	0	-100.0%	$0	0.0%	$47.41	0
2020-Q1	New	27,583	-	$1.4M	0.1%	$40.88	35

Other major holders of IEFA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

IEFA26 quarters

IEFA
26 quarters