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Axim Planning & Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-4,340
Closed -$379K – 86
2025
Q3 		$379K Buy
+4,340
New +$369K 0.3% 41
2022
Q4 		– Sell
-3,483
Closed -$183K – 95
2022
Q3 		$183K Buy
3,483
+505
+17% +$29.7K 0.18% 19
2022
Q2 		$175K Buy
+2,978
New +$191K 0.14% 17

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Axim Planning & Wealth's IEFA Position: Q4 2025 in Review

Axim Planning & Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 4,340 shares — an estimated $379K sold.

Axim Planning & Wealth first reported a position in IEFA in Q2 2022 and held it in 3 quarters. The position peaked at $379K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Axim Planning & Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 4,340 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $379K.
  • Axim Planning & Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and held it in 3 quarters.
  • Axim Planning & Wealth's iShares Core MSCI EAFE ETF position peaked at $379K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.