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

Aries 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	$1.51M	Hold	15,639	–	–	0.3%	77
2026 Q1	$1.42M	Hold	15,639	–	–	0.31%	73
2025 Q4	$1.4M	Hold	15,639	–	–	0.31%	75
2025 Q3	$1.37M	Hold	15,639	–	–	0.32%	76
2025 Q2	$1.31M	Hold	15,639	–	–	0.34%	75
2025 Q1	$1.18M	Buy	15,639 +664	+4%	+$49.7K	0.32%	78
2024 Q4	$1.05M	Hold	14,975	–	–	0.29%	84
2024 Q3	$1.17M	Buy	+14,975	New	+$1.12M	0.32%	78
2022 Q2	–	Sell	-80,611	Closed	-$5.6M	–	193
2022 Q1	$5.6M	Buy	+80,611	New	+$5.7M	2.43%	16

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

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

Aries Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 15,639 shares worth $1.51M. The position accounts for 0.3% of the portfolio, ranked #77.

Aries Wealth Management first reported a position in IEFA in Q1 2022 and has held it in 9 quarters since. The position peaked at $5.6M in Q1 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Aries Wealth Management held 15,639 shares of iShares Core MSCI EAFE ETF worth $1.51M as of Q2 2026.
Aries Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.3% of Aries Wealth Management's portfolio in Q2 2026, its #77 holding.
Aries Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 9 quarters since.
Aries Wealth Management's iShares Core MSCI EAFE ETF position peaked at $5.6M in Q1 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.