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

Avior 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 		$4.62M Sell
47,820
-1,901
-4% -$183K 0.12% 150
2026
Q1 		$4.5M Sell
49,721
-4,137
-8% -$386K 0.13% 153
2025
Q4 		$4.82M Sell
53,858
-187
-0.3% -$16.5K 0.15% 116
2025
Q3 		$4.72M Buy
54,045
+7,041
+15% +$598K 0.15% 112
2025
Q2 		$3.92M Sell
47,004
-1,313
-3% -$104K 0.14% 124
2025
Q1 		$3.66M Sell
48,317
-1,928
-4% -$144K 0.14% 127
2024
Q4 		$3.53M Sell
50,245
-945
-2% -$69.7K 0.13% 125
2024
Q3 		$4M Sell
51,190
-7,135
-12% -$534K 0.16% 110
2024
Q2 		$4.24M Sell
58,325
-14,273
-20% -$1.05M 0.18% 100
2024
Q1 		$5.39M Buy
72,598
+29,729
+69% +$2.12M 0.25% 77
2023
Q4 		$3.02M Sell
42,869
-4,719
-10% -$311K 0.18% 101
2023
Q3 		$3.06M Buy
47,588
+2,128
+5% +$142K 0.21% 91
2023
Q2 		$3.07M Buy
45,460
+4,462
+11% +$303K 0.2% 96
2023
Q1 		$2.74M Buy
40,998
+5,686
+16% +$373K 0.19% 102
2022
Q4 		$2.18M Buy
35,312
+10,930
+45% +$643K 0.16% 113
2022
Q3 		$1.28M Buy
24,382
+4,095
+20% +$241K 0.11% 143
2022
Q2 		$1.19M Sell
20,287
-4,882
-19% -$313K 0.12% 133
2022
Q1 		$1.75M Buy
25,169
+9,877
+65% +$699K 0.15% 114
2021
Q4 		$1.14M Sell
15,292
-2,152
-12% -$162K 0.09% 174
2021
Q3 		$1.29M Sell
17,444
-772
-4% -$58.7K 0.11% 150
2021
Q2 		$1.36M Buy
18,216
+928
+5% +$70.1K 0.14% 139
2021
Q1 		$1.25M Sell
17,288
-1,003
-5% -$71.7K 0.13% 148
2020
Q4 		$1.26M Sell
18,291
-434
-2% -$28.1K 0.16% 133
2020
Q3 		$1.13M Buy
18,725
+560
+3% +$33.8K 0.16% 134
2020
Q2 		$1.04M Buy
18,165
+7,886
+77% +$427K 0.16% 137
2020
Q1 		$512K Buy
10,279
+6,811
+196% +$405K 0.1% 197
2019
Q4 		$226K Sell
3,468
-674
-16% -$42.8K 0.04% 360
2019
Q3 		$252K Buy
4,142
+2,954
+249% +$178K 0.04% 331
2019
Q2 		$73K Buy
1,188
+22
+2% +$1.35K 0.01% 429
2019
Q1 		$70K Buy
1,166
+380
+48% +$22.4K 0.01% 415
2018
Q4 		$43K Buy
786
+268
+52% +$15.7K 0.01% 474
2018
Q3 		$33K Hold
518
– – 0.01% 513
2018
Q2 		$33K Hold
518
– – 0.01% 507
2018
Q1 		$34K Hold
518
– – 0.01% 509
2017
Q4 		$34K Hold
518
– – 0.01% 507
2017
Q3 		$33K Sell
518
-861
-62% -$53.9K 0.01% 243
2017
Q2 		$84K Hold
1,379
– – 0.03% 157
2017
Q1 		$80K Hold
1,379
– – 0.03% 193
2016
Q4 		$74K Hold
1,379
– – 0.03% 186
2016
Q3 		$76K Hold
1,379
– – 0.03% 191
2016
Q2 		$72K Hold
1,379
– – 0.03% 178
2016
Q1 		$73K Buy
+1,379
New +$70.3K 0.03% 173

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Avior Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, selling an estimated $183K and leaving 47,820 shares worth $4.62M. The position accounts for 0.12% of the portfolio, ranked #150.

Avior Wealth Management first reported a position in IEFA in Q1 2016 and has held it in 42 quarters since. The position peaked at $5.39M in Q1 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Avior Wealth Management held 47,820 shares of iShares Core MSCI EAFE ETF worth $4.62M as of Q2 2026.
  • Avior Wealth Management sold 1,901 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $183K.
  • iShares Core MSCI EAFE ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Avior Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 42 quarters since.
  • Avior Wealth Management's iShares Core MSCI EAFE ETF position peaked at $5.39M in Q1 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.