AWM
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Angeles Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Angeles Wealth 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 		$1.3M Buy
13,497
+1,455
+12% +$140K 0.06% 134
2026
Q1 		$1.09M Sell
12,042
-735
-6% -$68.6K 0.06% 132
2025
Q4 		$1.14M Buy
12,777
+3,688
+41% +$326K 0.06% 128
2025
Q3 		$794K Buy
9,089
+3,004
+49% +$255K 0.05% 142
2025
Q2 		$508K Buy
6,085
+5,247
+626% +$416K 0.03% 181
2025
Q1 		$63.4K Buy
838
+205
+32% +$15.3K 0.01% 322
2024
Q4 		$44.5K Sell
633
-554
-47% -$40.9K ﹤0.01% 340
2024
Q3 		$92.6K Hold
1,187
– – 0.01% 288
2024
Q2 		$86.2K Hold
1,187
– – 0.01% 253
2024
Q1 		$88.1K Hold
1,187
– – 0.01% 243
2023
Q4 		$83.5K Buy
1,187
+293
+33% +$19.3K 0.01% 216
2023
Q3 		$57.5K Sell
894
-310
-26% -$20.8K 0.01% 194
2023
Q2 		$81.3K Buy
1,204
+7
+0.6% +$475 0.01% 198
2023
Q1 		$80K Hold
1,197
– – 0.01% 185
2022
Q4 		$73.8K Sell
1,197
-443
-27% -$26.1K 0.01% 188
2022
Q3 		$86K Hold
1,640
– – 0.02% 185
2022
Q2 		$97K Hold
1,640
– – 0.02% 175
2022
Q1 		$114K Buy
+1,640
New +$116K 0.02% 174

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

Angeles Wealth Management's IEFA Position: Q2 2026 in Review

Angeles Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, buying an estimated $140K and bringing the position to 13,497 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #134.

Angeles Wealth Management first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Angeles Wealth Management held 13,497 shares of iShares Core MSCI EAFE ETF worth $1.3M as of Q2 2026.
  • Angeles Wealth Management bought 1,455 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $140K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Angeles Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Angeles Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.