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Aaron Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aaron Wealth 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 		$156M Buy
1,610,916
+74,198
+5% +$7.13M 7.9% 1
2026
Q1 		$139M Buy
1,536,718
+239,124
+18% +$22.3M 7.9% 1
2025
Q4 		$116M Buy
1,297,594
+113,407
+10% +$10M 6.34% 2
2025
Q3 		$103M Buy
1,184,187
+169,080
+17% +$14.4M 6.13% 2
2025
Q2 		$84.7M Sell
1,015,107
-54,691
-5% -$4.34M 8.66% 1
2025
Q1 		$80.9M Buy
1,069,798
+38,974
+4% +$2.91M 9.28% 1
2024
Q4 		$72.4M Buy
1,030,824
+23,645
+2% +$1.74M 8.41% 1
2024
Q3 		$78.6M Buy
1,007,179
+42,341
+4% +$3.17M 9.36% 1
2024
Q2 		$70.1M Buy
964,838
+23,471
+2% +$1.73M 9.73% 1
2024
Q1 		$69.9M Sell
941,367
-36,959
-4% -$2.63M 10.02% 1
2023
Q4 		$68.8M Buy
978,326
+37,901
+4% +$2.5M 11.42% 1
2023
Q3 		$60.5M Buy
940,425
+100,640
+12% +$6.74M 7.81% 3
2023
Q2 		$56.7M Buy
839,785
+80,160
+11% +$5.44M 7.37% 2
2023
Q1 		$50.8M Buy
759,625
+130,938
+21% +$8.58M 6.98% 3
2022
Q4 		$38.8M Buy
628,687
+54,258
+9% +$3.19M 5.66% 4
2022
Q3 		$30.3M Buy
574,429
+72,774
+15% +$4.28M 5.58% 4
2022
Q2 		$29.5M Sell
501,655
-14,807,922
-97% -$950M 7.42% 1
2022
Q1 		$220M Buy
15,309,577
+14,980,189
+4,548% +$1.06B 3.05% 6
2021
Q4 		$24.6M Sell
329,388
-141,464
-30% -$10.6M 6.87% 3
2021
Q3 		$35M Buy
470,852
+168,654
+56% +$12.8M 9.86% 1
2021
Q2 		$22.7M Buy
302,198
+58,732
+24% +$4.43M 7.48% 3
2021
Q1 		$17.5M Buy
243,466
+97,732
+67% +$6.98M 6.44% 3
2020
Q4 		$10.1M Buy
+145,734
New +$9.42M 3.69% 6

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

Aaron Wealth Advisors's IEFA Position: Q2 2026 in Review

Aaron Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.8% in Q2 2026, buying an estimated $7.13M and bringing the position to 1,610,916 shares worth $156M. The position accounts for 7.9% of the portfolio, ranked #1.

Aaron Wealth Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $220M in Q1 2022. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Aaron Wealth Advisors held 1,610,916 shares of iShares Core MSCI EAFE ETF worth $156M as of Q2 2026.
  • Aaron Wealth Advisors bought 74,198 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.13M.
  • iShares Core MSCI EAFE ETF made up 7.9% of Aaron Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Aaron Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $220M in Q1 2022.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.