Advyzon Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advyzon Investment Management’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	$973K	Sell	10,076 -2,128	-17%	-$204K	0.07%	270
2026 Q1	$1.1M	Buy	12,204 +7,210	+144%	+$673K	0.1%	206
2025 Q4	$447K	Sell	4,994 -2,992	-37%	-$265K	0.05%	349
2025 Q3	$697K	Buy	7,986 +2,139	+37%	+$182K	0.12%	168
2025 Q2	$488K	Buy	+5,847	New	+$464K	0.11%	185

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

Advyzon Investment Management's IEFA Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q2 2026, selling an estimated $204K and leaving 10,076 shares worth $973K. The position accounts for 0.07% of the portfolio, ranked #270.

Advyzon Investment Management first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Advyzon Investment Management held 10,076 shares of iShares Core MSCI EAFE ETF worth $973K as of Q2 2026.
Advyzon Investment Management sold 2,128 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $204K.
iShares Core MSCI EAFE ETF made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #270 holding.
Advyzon Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Advyzon Investment Management's iShares Core MSCI EAFE ETF position peaked at $1.1M in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.