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

Avondale 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	–	Sell	-4,500	Closed	-$407K	–	70
2026 Q1	$407K	Hold	4,500	–	–	0.2%	48
2025 Q4	$403K	Buy	4,500 +1,250	+38%	+$111K	0.21%	45
2025 Q3	$284K	Buy	3,250 +1,250	+63%	+$106K	0.15%	51
2025 Q2	$167K	Hold	2,000	–	–	0.09%	58
2025 Q1	$151K	Hold	2,000	–	–	0.1%	53
2024 Q4	$141K	Hold	2,000	–	–	0.09%	53
2024 Q3	$156K	Hold	2,000	–	–	0.1%	51
2024 Q2	$145K	Sell	2,000 -3,000	-60%	-$221K	0.1%	56
2024 Q1	$371K	Hold	5,000	–	–	0.26%	35
2023 Q4	$352K	Hold	5,000	–	–	0.28%	31
2023 Q3	$322K	Sell	5,000 -8,871	-64%	-$594K	0.28%	34
2023 Q2	$936K	Sell	13,871 -1,500	-10%	-$102K	0.79%	19
2023 Q1	$1.03M	Buy	15,371 +11,701	+319%	+$767K	0.89%	15
2022 Q4	$226K	Buy	+3,670	New	+$216K	0.2%	34
2020 Q2	–	Sell	-71,250	Closed	-$3.56M	–	96
2020 Q1	$3.56M	Sell	71,250 -17,395	-20%	-$1.04M	5.61%	8
2019 Q4	$5.78M	Buy	88,645 +7,656	+9%	+$486K	8.48%	5
2019 Q3	$4.95M	Sell	80,989 -57,250	-41%	-$3.46M	8.16%	5
2019 Q2	$8.49M	Buy	138,239 +1,439	+1%	+$88.2K	6.24%	7
2019 Q1	$8.31M	Sell	136,800 -11,914	-8%	-$703K	6.39%	7
2018 Q4	$8.18M	Buy	148,714 +114,756	+338%	+$6.73M	6.79%	7
2018 Q3	$2.18M	Sell	33,958 -280,312	-89%	-$17.9M	2.06%	7
2018 Q2	$19.9M	Buy	314,270 +12,331	+4%	+$816K	16.51%	3
2018 Q1	$19.9M	Buy	301,939 +59,514	+25%	+$4M	16.32%	3
2017 Q4	$16M	Buy	+242,425	New	+$15.8M	14.02%	2

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

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

Avondale Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 4,500 shares — an estimated $407K sold.

Avondale Wealth Management first reported a position in IEFA in Q4 2017 and held it in 24 quarters. The position peaked at $19.9M in Q2 2018. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Avondale Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Avondale Wealth Management sold 4,500 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $407K.
Avondale Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 24 quarters.
Avondale Wealth Management's iShares Core MSCI EAFE ETF position peaked at $19.9M in Q2 2018.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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