Elite Life Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Elite Life 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	$238K	Hold	2,384	–	–	0.28%	47
2026 Q1	$232K	Hold	2,384	–	–	0.29%	48
2025 Q4	$228K	Hold	2,384	–	–	0.37%	46
2025 Q3	$209K	Sell	2,384 -3,500	-59%	-$297K	0.43%	34
2025 Q2	$491K	Hold	5,884	–	–	1.26%	15
2025 Q1	$445K	Hold	5,884	–	–	1.39%	15
2024 Q4	$414K	Hold	5,884	–	–	1.22%	18
2024 Q3	$459K	Hold	5,884	–	–	1.5%	17
2024 Q2	$427K	Hold	5,884	–	–	1.66%	16
2024 Q1	$437K	Hold	5,884	–	–	2.14%	14
2023 Q4	$414K	Buy	+5,884	New	+$388K	2.48%	12

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

Elite Life Management's IEFA Position: Q2 2026 in Review

Elite Life Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,384 shares worth $238K. The position accounts for 0.28% of the portfolio, ranked #47.

Elite Life Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $491K in Q2 2025. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Elite Life Management held 2,384 shares of iShares Core MSCI EAFE ETF worth $238K as of Q2 2026.
Elite Life Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.28% of Elite Life Management's portfolio in Q2 2026, its #47 holding.
Elite Life Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Elite Life Management's iShares Core MSCI EAFE ETF position peaked at $491K in Q2 2025.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.