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

Apollon 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
Q1 		$22.4M Sell
247,324
-14,845
-6% -$1.39M 0.36% 51
2025
Q4 		$23.5M Buy
262,169
+8,396
+3% +$742K 0.41% 48
2025
Q3 		$22.2M Buy
253,773
+28,688
+13% +$2.44M 0.39% 47
2025
Q2 		$18.8M Sell
225,085
-21,266
-9% -$1.69M 0.37% 52
2025
Q1 		$18.6M Sell
246,351
-412,328
-63% -$30.8M 0.41% 48
2024
Q4 		$46.3M Buy
658,679
+69,245
+12% +$5.11M 1.07% 13
2024
Q3 		$46M Buy
589,434
+16,206
+3% +$1.21M 1.3% 10
2024
Q2 		$41.6M Buy
573,228
+75,422
+15% +$5.55M 1.27% 10
2024
Q1 		$36.9M Buy
497,806
+46,421
+10% +$3.3M 1.16% 12
2023
Q4 		$31.8M Buy
451,385
+174,106
+63% +$11.5M 1.1% 15
2023
Q3 		$17.8M Buy
277,279
+18,524
+7% +$1.24M 0.9% 17
2023
Q2 		$17.5M Buy
258,755
+39,647
+18% +$2.69M 0.84% 15
2023
Q1 		$14.6M Buy
219,108
+15,540
+8% +$1.02M 0.9% 12
2022
Q4 		$12.5M Sell
203,568
-35,493
-15% -$2.09M 0.89% 12
2022
Q3 		$12.6M Sell
239,061
-13,376
-5% -$787K 1.04% 9
2022
Q2 		$14.9M Buy
252,437
+49,026
+24% +$3.15M 1.24% 10
2022
Q1 		$14.1M Buy
203,411
+39,555
+24% +$2.8M 1% 13
2021
Q4 		$12.2M Buy
163,856
+56,570
+53% +$4.25M 0.91% 15
2021
Q3 		$7.97M Buy
107,286
+17,323
+19% +$1.32M 1.09% 14
2021
Q2 		$6.74M Buy
89,963
+1,264
+1% +$95.4K 1.2% 12
2021
Q1 		$6.39M Buy
88,699
+56,344
+174% +$4.03M 1.24% 12
2020
Q4 		$2.23M Sell
32,355
-3,327
-9% -$215K 0.61% 41
2020
Q3 		$2.15M Buy
35,682
+1,140
+3% +$68.8K 0.97% 18
2020
Q2 		$1.97M Buy
34,542
+2,278
+7% +$123K 1.09% 20
2020
Q1 		$1.61M Buy
+32,264
New +$1.92M 1.65% 16

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Apollon Wealth Management's IEFA Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.7% in Q1 2026, selling an estimated $1.39M and leaving 247,324 shares worth $22.4M. The position accounts for 0.36% of the portfolio, ranked #51.

Apollon Wealth Management first reported a position in IEFA in Q1 2020 and has held it in 25 quarters since. The position peaked at $46.3M in Q4 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Apollon Wealth Management held 247,324 shares of iShares Core MSCI EAFE ETF worth $22.4M as of Q1 2026.
  • Apollon Wealth Management sold 14,845 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.39M.
  • iShares Core MSCI EAFE ETF made up 0.36% of Apollon Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Apollon Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • Apollon Wealth Management's iShares Core MSCI EAFE ETF position peaked at $46.3M in Q4 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.