EW
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Elyxium Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Elyxium 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
2026
Q2 		$6.95M Buy
71,952
+1,456
+2% +$140K 0.73% 33
2026
Q1 		$6.38M Buy
70,496
+749
+1% +$69.9K 2.05% 10
2025
Q4 		$6.24M Buy
69,747
+2,706
+4% +$239K 1.73% 11
2025
Q3 		$5.85M Sell
67,041
-2,474
-4% -$210K 2.04% 10
2025
Q2 		$5.8M Buy
69,515
+7,336
+12% +$582K 2.18% 11
2025
Q1 		$4.7M Sell
62,179
-1,322
-2% -$98.9K 2.08% 11
2024
Q4 		$4.46M Buy
63,501
+24,429
+63% +$1.8M 2.72% 10
2024
Q3 		$3.05M Buy
+39,072
New +$2.92M 1.68% 15

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Elyxium Wealth's IEFA Position: Q2 2026 in Review

Elyxium Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q2 2026, buying an estimated $140K and bringing the position to 71,952 shares worth $6.95M. The position accounts for 0.73% of the portfolio, ranked #33.

Elyxium Wealth first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Elyxium Wealth held 71,952 shares of iShares Core MSCI EAFE ETF worth $6.95M as of Q2 2026.
  • Elyxium Wealth bought 1,456 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $140K.
  • iShares Core MSCI EAFE ETF made up 0.73% of Elyxium Wealth's portfolio in Q2 2026, its #33 holding.
  • Elyxium Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.