Evolution Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Evolution Wealth 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	$301K	Buy	3,121 +290	+10%	+$27.9K	0.18%	96
2026 Q1	$256K	Buy	2,831 +1,037	+58%	+$96.8K	0.19%	91
2025 Q4	$160K	Buy	1,794 +426	+31%	+$37.7K	0.13%	120
2025 Q3	$119K	Buy	1,368 +112	+9%	+$9.52K	0.12%	126
2025 Q2	$105K	Buy	+1,256	New	+$99.7K	0.13%	116

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

Evolution Wealth Management's IEFA Position: Q2 2026 in Review

Evolution Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, buying an estimated $27.9K and bringing the position to 3,121 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #96.

Evolution Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Evolution Wealth Management held 3,121 shares of iShares Core MSCI EAFE ETF worth $301K as of Q2 2026.
Evolution Wealth Management bought 290 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $27.9K.
iShares Core MSCI EAFE ETF made up 0.18% of Evolution Wealth Management's portfolio in Q2 2026, its #96 holding.
Evolution Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.