Avalon Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Avalon Capital 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	$238K	Buy	+2,465	New	+$237K	0.06%	114
2025 Q3	–	Sell	-75,985	Closed	-$6.34M	–	140
2025 Q2	$6.34M	Sell	75,985 -1,723	-2%	-$137K	1.7%	18
2025 Q1	$5.88M	Buy	+77,708	New	+$5.81M	1.71%	16
2023 Q1	–	Sell	-199,402	Closed	-$12.3M	–	55
2022 Q4	$12.3M	Buy	+199,402	New	+$11.7M	6.19%	4

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

Avalon Capital Management's IEFA Position: Q2 2026 in Review

Avalon Capital Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,465 shares worth $238K. The stake represents 0.06% of the portfolio and ranks #114 among its holdings. This is a return to the name: Avalon Capital Management previously reported a position in IEFA as recently as Q2 2025.

Avalon Capital Management first reported a position in IEFA in Q4 2022 and has held it in 4 quarters since. The position peaked at $12.3M in Q4 2022. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Avalon Capital Management held 2,465 shares of iShares Core MSCI EAFE ETF worth $238K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Avalon Capital Management position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.06% of Avalon Capital Management's portfolio in Q2 2026, its #114 holding.
Avalon Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 4 quarters since.
Avalon Capital Management's iShares Core MSCI EAFE ETF position peaked at $12.3M in Q4 2022.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.