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

Avaii 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 		$432K Buy
+4,777
New +$446K 0.15% 86
2022
Q1 		– Sell
-10,573
Closed -$789K – 128
2021
Q4 		$789K Buy
+10,573
New +$795K 0.79% 21

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

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

Avaii Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 4,777 shares worth $432K. The stake represents 0.15% of the portfolio and ranks #86 among its holdings. This is a return to the name: Avaii Wealth Management previously reported a position in IEFA as recently as Q4 2021.

Avaii Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 2 quarters since. The position peaked at $789K in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Avaii Wealth Management held 4,777 shares of iShares Core MSCI EAFE ETF worth $432K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Avaii Wealth Management position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.15% of Avaii Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Avaii Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 2 quarters since.
  • Avaii Wealth Management's iShares Core MSCI EAFE ETF position peaked at $789K in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.