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

Allium Financial 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	$526K	Buy	+5,448	New	+$523K	0.34%	41
2025 Q3	–	Sell	-3,006	Closed	-$251K	–	86
2025 Q2	$251K	Buy	3,006 +129	+4%	+$10.2K	0.22%	69
2025 Q1	$218K	Buy	+2,877	New	+$215K	0.2%	74

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

Allium Financial Advisors's IEFA Position: Q2 2026 in Review

Allium Financial Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 5,448 shares worth $526K. The stake represents 0.34% of the portfolio and ranks #41 among its holdings. This is a return to the name: Allium Financial Advisors previously reported a position in IEFA as recently as Q2 2025.

Allium Financial Advisors first reported a position in IEFA in Q1 2025 and has held it in 3 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Allium Financial Advisors held 5,448 shares of iShares Core MSCI EAFE ETF worth $526K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Allium Financial Advisors position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.34% of Allium Financial Advisors's portfolio in Q2 2026, its #41 holding.
Allium Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 3 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.