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

Addison 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	$66K	Sell	683 -160	-19%	-$15.4K	0.03%	224
2026 Q1	$76.3K	Buy	843 +160	+23%	+$14.9K	0.02%	358
2025 Q4	$61.1K	Sell	683 -993	-59%	-$87.8K	0.01%	387
2025 Q3	$146K	Buy	1,676 +711	+74%	+$60.4K	0.03%	265
2025 Q2	$80.6K	Buy	+965	New	+$76.6K	0.02%	339
2023 Q2	–	Sell	-20	Closed	-$1.34K	–	642
2023 Q1	$1.34K	Sell	20 -39	-66%	-$2.56K	﹤0.01%	569
2022 Q4	$3.64K	Buy	+59	New	+$3.47K	﹤0.01%	524
2022 Q3	–	Sell	-80	Closed	-$5K	–	723
2022 Q2	$5K	Sell	80 -77	-49%	-$4.94K	﹤0.01%	506
2022 Q1	$11K	Hold	157	–	–	0.01%	468
2021 Q4	$12K	Hold	157	–	–	0.01%	392
2021 Q3	$12K	Hold	157	–	–	0.01%	298
2021 Q2	$12K	Buy	+157	New	+$11.9K	0.01%	291

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Addison Advisors's IEFA Position: Q2 2026 in Review

Addison Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, selling an estimated $15.4K and leaving 683 shares worth $66K. The position accounts for 0.03% of the portfolio, ranked #224.

Addison Advisors first reported a position in IEFA in Q2 2021 and has held it in 12 quarters since. The position peaked at $146K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Addison Advisors held 683 shares of iShares Core MSCI EAFE ETF worth $66K as of Q2 2026.
Addison Advisors sold 160 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $15.4K.
iShares Core MSCI EAFE ETF made up 0.03% of Addison Advisors's portfolio in Q2 2026, its #224 holding.
Addison Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 12 quarters since.
Addison Advisors's iShares Core MSCI EAFE ETF position peaked at $146K in Q3 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.