Axis Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Axis Wealth Partners’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	$202K	Buy	+2,095	New	+$201K	0.1%	180
2025 Q4	–	Sell	-3,089	Closed	-$270K	–	170
2025 Q3	$270K	Buy	3,089 +89	+3%	+$7.56K	0.16%	133
2025 Q2	$250K	Buy	3,000 +196	+7%	+$15.6K	0.16%	127
2025 Q1	$212K	Buy	+2,804	New	+$210K	0.16%	136

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

Axis Wealth Partners's IEFA Position: Q2 2026 in Review

Axis Wealth Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,095 shares worth $202K. The stake represents 0.1% of the portfolio and ranks #180 among its holdings. This is a return to the name: Axis Wealth Partners previously reported a position in IEFA as recently as Q3 2025.

Axis Wealth Partners first reported a position in IEFA in Q1 2025 and has held it in 4 quarters since. The position peaked at $270K in Q3 2025. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Axis Wealth Partners held 2,095 shares of iShares Core MSCI EAFE ETF worth $202K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Axis Wealth Partners position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.1% of Axis Wealth Partners's portfolio in Q2 2026, its #180 holding.
Axis Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 4 quarters since.
Axis Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $270K in Q3 2025.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.