AO
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Advisor OS’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advisor OS’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 		$888K Sell
9,191
-37,826
-80% -$3.63M 0.06% 216
2026
Q1 		$4.26M Buy
47,017
+39,620
+536% +$3.7M 0.31% 53
2025
Q4 		$662K Buy
7,397
+1,177
+19% +$104K 0.05% 236
2025
Q3 		$543K Sell
6,220
-67
-1% -$5.69K 0.05% 249
2025
Q2 		$525K Buy
6,287
+7
+0.1% +$556 0.05% 249
2025
Q1 		$475K Sell
6,280
-304
-5% -$22.7K 0.05% 243
2024
Q4 		$463K Buy
6,584
+515
+8% +$38K 0.05% 234
2024
Q3 		$474K Buy
6,069
+404
+7% +$30.2K 0.05% 257
2024
Q2 		$412K Buy
5,665
+1
+0% +$74 0.05% 259
2024
Q1 		$420K Buy
5,664
+625
+12% +$44.5K 0.05% 258
2023
Q4 		$354K Sell
5,039
-145
-3% -$9.56K 0.05% 237
2023
Q3 		$334K Buy
5,184
+421
+9% +$28.2K 0.05% 220
2023
Q2 		$321K Buy
4,763
+393
+9% +$26.7K 0.05% 232
2023
Q1 		$292K Hold
4,370
– – 0.07% 195
2022
Q4 		$269K Buy
4,370
+24
+0.6% +$1.41K 0.07% 183
2022
Q3 		$229K Hold
4,346
– – 0.07% 179
2022
Q2 		$256K Buy
4,346
+96
+2% +$6.16K 0.07% 185
2022
Q1 		$295K Buy
+4,250
New +$301K 0.09% 177

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

Advisor OS's IEFA Position: Q2 2026 in Review

Advisor OS reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 80% in Q2 2026, selling an estimated $3.63M and leaving 9,191 shares worth $888K. The position accounts for 0.06% of the portfolio, ranked #216.

Advisor OS first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.26M in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Advisor OS held 9,191 shares of iShares Core MSCI EAFE ETF worth $888K as of Q2 2026.
  • Advisor OS sold 37,826 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.63M.
  • iShares Core MSCI EAFE ETF made up 0.06% of Advisor OS's portfolio in Q2 2026, its #216 holding.
  • Advisor OS first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • Advisor OS's iShares Core MSCI EAFE ETF position peaked at $4.26M in Q1 2026.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.