Avidian Wealth Enterprises’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Avidian Wealth Enterprises’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	$174M	Buy	1,802,606 +75,728	+4%	+$7.27M	4.81%	2
2026 Q1	$156M	Sell	1,726,878 -74,400	-4%	-$6.94M	4.95%	2
2025 Q4	$161M	Sell	1,801,278 -141,970	-7%	-$12.6M	5.86%	2
2025 Q3	$170M	Buy	1,943,248 +23,824	+1%	+$2.02M	6.39%	2
2025 Q2	$160M	Buy	1,919,424 +45,917	+2%	+$3.64M	6.51%	2
2025 Q1	$142M	Sell	1,873,507 -250,474	-12%	-$18.7M	6.31%	2
2024 Q4	$149M	Buy	2,123,981 +85,292	+4%	+$6.29M	6.71%	2
2024 Q3	$159M	Buy	2,038,689 +36,067	+2%	+$2.7M	7.22%	2
2024 Q2	$145M	Buy	2,002,622 +76,471	+4%	+$5.63M	6.04%	3
2024 Q1	$143M	Buy	1,926,151 +376,146	+24%	+$26.8M	6.94%	3
2023 Q4	$109M	Buy	1,550,005 +67,688	+5%	+$4.46M	6.71%	2
2023 Q3	$95.4M	Buy	1,482,317 +8,977	+0.6%	+$601K	6.72%	2
2023 Q2	$99.5M	Sell	1,473,340 -89,342	-6%	-$6.06M	6.51%	2
2023 Q1	$104M	Buy	1,562,682 +169,773	+12%	+$11.1M	5.73%	2
2022 Q4	$85.9M	Sell	1,392,909 -78,313	-5%	-$4.61M	5.59%	2
2022 Q3	$77.5M	Sell	1,471,222 -195,020	-12%	-$11.5M	5.6%	2
2022 Q2	$98.1M	Buy	1,666,242 +120,510	+8%	+$7.73M	6.94%	2
2022 Q1	$107M	Buy	1,545,732 +562,301	+57%	+$39.8M	6.58%	2
2021 Q4	$73.4M	Buy	983,431 +32,357	+3%	+$2.43M	4.57%	2
2021 Q3	$70.6M	Buy	951,074 +34,872	+4%	+$2.65M	5.38%	2
2021 Q2	$68.6M	Buy	916,202 +44,228	+5%	+$3.34M	5.26%	2
2021 Q1	$62.8M	Sell	871,974 -269,864	-24%	-$19.3M	5.35%	2
2020 Q4	$78.9M	Buy	1,141,838 +295,347	+35%	+$19.1M	7.48%	2
2020 Q3	$51M	Buy	846,491 +163,926	+24%	+$9.89M	5.78%	2
2020 Q2	$39M	Buy	682,565 +125,428	+23%	+$6.8M	5.26%	4
2020 Q1	$27.8M	Sell	557,137 -423,724	-43%	-$25.2M	4.46%	5
2019 Q4	$64M	Buy	980,861 +68,826	+8%	+$4.37M	9.09%	2
2019 Q3	$55.7M	Buy	912,035 +907,045	+18,177%	+$54.7M	9.17%	2
2019 Q2	$306K	Buy	+4,990	New	+$306K	0.07%	101

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

Avidian Wealth Enterprises's IEFA Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q2 2026, buying an estimated $7.27M and bringing the position to 1,802,606 shares worth $174M. The position accounts for 4.81% of the portfolio, ranked #2.

Avidian Wealth Enterprises first reported a position in IEFA in Q2 2019 and has held it in 29 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Avidian Wealth Enterprises held 1,802,606 shares of iShares Core MSCI EAFE ETF worth $174M as of Q2 2026.
Avidian Wealth Enterprises bought 75,728 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.27M.
iShares Core MSCI EAFE ETF made up 4.81% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #2 holding.
Avidian Wealth Enterprises first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 29 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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