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Avantax Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$550M Sell
6,585,558
-5,410
-0.1% -$429K 3.02% 6
2025
Q1 		$499M Buy
6,590,968
+247,909
+4% +$18.5M 3.03% 6
2024
Q4 		$446M Buy
6,343,059
+190,875
+3% +$14.1M 2.8% 6
2024
Q3 		$480M Buy
6,152,184
+61,842
+1% +$4.63M 3.15% 6
2024
Q2 		$442M Buy
6,090,342
+580,665
+11% +$42.7M 3.15% 5
2024
Q1 		$409M Buy
5,509,677
+1,753,843
+47% +$125M 3.63% 4
2023
Q4 		$264M Buy
3,755,834
+188,076
+5% +$12.4M 2.62% 7
2023
Q3 		$230M Buy
3,567,758
+75,231
+2% +$5.04M 2.57% 7
2023
Q2 		$236M Buy
3,492,527
+62,967
+2% +$4.27M 2.7% 7
2023
Q1 		$229M Buy
3,429,560
+72,075
+2% +$4.73M 2.81% 6
2022
Q4 		$207M Buy
3,357,485
+77,687
+2% +$4.57M 2.76% 7
2022
Q3 		$173M Buy
3,279,798
+176,456
+6% +$10.4M 2.65% 7
2022
Q2 		$183M Buy
3,103,342
+137,804
+5% +$8.84M 2.75% 7
2022
Q1 		$206M Buy
2,965,538
+291,255
+11% +$20.6M 2.83% 6
2021
Q4 		$200M Buy
2,674,283
+182,695
+7% +$13.7M 3.01% 6
2021
Q3 		$185M Buy
2,491,588
+263,975
+12% +$20.1M 3.08% 6
2021
Q2 		$167M Buy
2,227,613
+509,246
+30% +$38.4M 3.03% 5
2021
Q1 		$124M Buy
1,718,367
+101,488
+6% +$7.25M 2.66% 5
2020
Q4 		$112M Sell
1,616,879
-355,567
-18% -$23M 2.66% 6
2020
Q3 		$119M Buy
1,972,446
+418,406
+27% +$25.2M 1.91% 7
2020
Q2 		$88.8M Buy
1,554,040
+59,187
+4% +$3.21M 2.56% 6
2020
Q1 		$74.6M Buy
1,494,853
+823
+0.1% +$49K 2.23% 11
2019
Q4 		$97.5M Buy
1,494,030
+1,454,011
+3,633% +$92.2M 2.26% 11
2019
Q3 		$2.44M Buy
40,019
+11,140
+39% +$672K 0.1% 106
2019
Q2 		$1.77M Buy
28,879
+932
+3% +$57.1K 0.08% 132
2019
Q1 		$1.7M Buy
27,947
+15,200
+119% +$897K 0.09% 125
2018
Q4 		$700K Buy
+12,747
New +$748K 0.12% 174

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Avantax Advisory Services's IEFA Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.08% in Q2 2025, selling an estimated $429K and leaving 6,585,558 shares worth $550M. The position accounts for 3.02% of the portfolio, ranked #6.

Avantax Advisory Services first reported a position in IEFA in Q4 2018 and has held it in 27 quarters since. 2,107 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Avantax Advisory Services held 6,585,558 shares of iShares Core MSCI EAFE ETF worth $550M as of Q2 2025.
  • Avantax Advisory Services sold 5,410 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $429K.
  • iShares Core MSCI EAFE ETF made up 3.02% of Avantax Advisory Services's portfolio in Q2 2025, its #6 holding.
  • Avantax Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,107 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.