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

Apollon Financial’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	$12.9M	Buy	133,596 +8,475	+7%	+$814K	1.52%	15
2026 Q1	$11.3M	Buy	125,121 +13,158	+12%	+$1.23M	1.57%	13
2025 Q4	$10M	Buy	111,963 +31,738	+40%	+$2.81M	1.45%	15
2025 Q3	$7M	Buy	80,225 +66,672	+492%	+$5.66M	1.16%	19
2025 Q2	$1.13M	Buy	13,553 +5,007	+59%	+$397K	0.24%	92
2025 Q1	$647K	Sell	8,546 -27,021	-76%	-$2.02M	0.15%	111
2024 Q4	$2.5M	Buy	35,567 +4,493	+14%	+$331K	0.62%	41
2024 Q3	$2.43M	Buy	31,074 +386	+1%	+$28.9K	0.71%	35
2024 Q2	$2.23M	Buy	30,688 +5,686	+23%	+$418K	0.72%	33
2024 Q1	$1.86M	Buy	25,002 +2,996	+14%	+$213K	0.64%	35
2023 Q4	$1.55M	Buy	+22,006	New	+$1.45M	0.61%	37

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

Apollon Financial's IEFA Position: Q2 2026 in Review

Apollon Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.8% in Q2 2026, buying an estimated $814K and bringing the position to 133,596 shares worth $12.9M. The position accounts for 1.52% of the portfolio, ranked #15.

Apollon Financial first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Apollon Financial held 133,596 shares of iShares Core MSCI EAFE ETF worth $12.9M as of Q2 2026.
Apollon Financial bought 8,475 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $814K.
iShares Core MSCI EAFE ETF made up 1.52% of Apollon Financial's portfolio in Q2 2026, its #15 holding.
Apollon Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.