Axiom Investors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Axiom Investors’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	$107M	Sell	1,103,300 -104,600	-9%	-$10M	0.92%	23
2026 Q1	$109M	Buy	1,207,900 +300,400	+33%	+$28M	1.22%	17
2025 Q4	$81.2M	Sell	907,500 -65,500	-7%	-$5.79M	0.71%	24
2025 Q3	$85M	Buy	973,000 +115,500	+13%	+$9.81M	0.63%	32
2025 Q2	$71.6M	Buy	857,500 +102,500	+14%	+$8.13M	0.59%	36
2025 Q1	$57.1M	Buy	755,000 +341,500	+83%	+$25.5M	0.55%	41
2024 Q4	$29.1M	Buy	413,500 +53,100	+15%	+$3.92M	0.21%	50
2024 Q3	$28.1M	Buy	360,400 +71,800	+25%	+$5.37M	0.25%	47
2024 Q2	$21M	Sell	288,600 -92,000	-24%	-$6.77M	0.18%	59
2024 Q1	$28.2M	Buy	380,600 +71,700	+23%	+$5.1M	0.25%	50
2023 Q4	$21.7M	Buy	308,900 +71,400	+30%	+$4.71M	0.21%	54
2023 Q3	$15.3M	Buy	237,500 +73,100	+44%	+$4.89M	0.22%	50
2023 Q2	$11.1M	Buy	164,400 +109,300	+198%	+$7.41M	0.17%	55
2023 Q1	$3.68M	Buy	55,100 +14,600	+36%	+$957K	0.06%	93
2022 Q4	$2.5M	Sell	40,500 -33,600	-45%	-$1.98M	0.05%	100
2022 Q3	$3.9M	Buy	74,100 +44,400	+149%	+$2.61M	0.08%	89
2022 Q2	$1.75M	Buy	+29,700	New	+$1.91M	0.05%	105

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

Axiom Investors's IEFA Position: Q2 2026 in Review

Axiom Investors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q2 2026, selling an estimated $10M and leaving 1,103,300 shares worth $107M. The position accounts for 0.92% of the portfolio, ranked #23.

Axiom Investors first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $109M in Q1 2026. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Axiom Investors held 1,103,300 shares of iShares Core MSCI EAFE ETF worth $107M as of Q2 2026.
Axiom Investors sold 104,600 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10M.
iShares Core MSCI EAFE ETF made up 0.92% of Axiom Investors's portfolio in Q2 2026, its #23 holding.
Axiom Investors first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
Axiom Investors's iShares Core MSCI EAFE ETF position peaked at $109M in Q1 2026.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.