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Arax Advisory Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Arax Advisory Partners’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 		$24.3M Buy
251,175
+198,392
+376% +$19.1M 0.16% 129
2026
Q1 		$4.8M Sell
52,783
-11,898
-18% -$1.11M 0.14% 140
2025
Q4 		$5.79M Buy
+64,681
New +$5.72M 0.17% 110
2025
Q3 		– Sell
-9,664
Closed -$807K – 3924
2025
Q2 		$807K Buy
9,664
+96
+1% +$7.62K 0.04% 289
2025
Q1 		$724K Buy
9,568
+3,135
+49% +$234K 0.05% 236
2024
Q4 		$452K Buy
6,433
+4,022
+167% +$297K 0.03% 316
2024
Q3 		$188K Buy
2,411
+9
+0.4% +$674 0.02% 361
2024
Q2 		$174K Buy
2,402
+716
+42% +$52.7K 0.02% 357
2024
Q1 		$125K Buy
1,686
+10
+0.6% +$712 0.01% 354
2023
Q4 		$118K Buy
1,676
+55
+3% +$3.63K 0.01% 349
2023
Q3 		$104K Sell
1,621
-1,426
-47% -$95.5K 0.01% 342
2023
Q2 		$206K Buy
3,047
+68
+2% +$4.61K 0.03% 237
2023
Q1 		$199K Hold
2,979
– – 0.03% 236
2022
Q4 		$184K Buy
2,979
+2,842
+2,074% +$167K 0.03% 235
2022
Q3 		$7K Buy
137
+13
+10% +$764 ﹤0.01% 713
2022
Q2 		$7K Sell
124
-307
-71% -$19.7K ﹤0.01% 701
2022
Q1 		$30K Buy
431
+334
+344% +$23.6K ﹤0.01% 527
2021
Q4 		$7K Buy
97
+11
+13% +$827 ﹤0.01% 713
2021
Q3 		$6K Sell
86
-367
-81% -$27.9K ﹤0.01% 733
2021
Q2 		$34K Buy
+453
New +$34.2K ﹤0.01% 514
2020
Q4 		$3K Buy
43
+12
+39% +$776 ﹤0.01% 650
2020
Q3 		$2K Sell
31
-442
-93% -$26.7K ﹤0.01% 646
2020
Q2 		$27K Sell
473
-1,004
-68% -$54.4K ﹤0.01% 445
2020
Q1 		$74K Buy
1,477
+492
+50% +$29.3K 0.02% 279
2019
Q4 		$64K Sell
985
-151
-13% -$9.58K 0.02% 303
2019
Q3 		$69K Sell
1,136
-437
-28% -$26.4K 0.02% 283
2019
Q2 		$97K Buy
+1,573
New +$96.4K 0.03% 238
2018
Q4 		$70K Buy
+1,277
New +$74.9K 0.03% 230

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

Arax Advisory Partners's IEFA Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 376% in Q2 2026, buying an estimated $19.1M and bringing the position to 251,175 shares worth $24.3M. The position accounts for 0.16% of the portfolio, ranked #129.

Arax Advisory Partners first reported a position in IEFA in Q4 2018 and has held it in 28 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Arax Advisory Partners held 251,175 shares of iShares Core MSCI EAFE ETF worth $24.3M as of Q2 2026.
  • Arax Advisory Partners bought 198,392 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $19.1M.
  • iShares Core MSCI EAFE ETF made up 0.16% of Arax Advisory Partners's portfolio in Q2 2026, its #129 holding.
  • Arax Advisory Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.