Excelsior Advisor Network’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Excelsior Advisor Network’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	$2.51M	Buy	25,990 +7,109	+38%	+$683K	0.33%	75
2026 Q1	$1.71M	Buy	18,881 +3,409	+22%	+$318K	0.65%	34
2025 Q4	$1.38M	Buy	+15,472	New	+$1.37M	0.67%	32

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

Excelsior Advisor Network's IEFA Position: Q2 2026 in Review

Excelsior Advisor Network increased its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q2 2026, buying an estimated $683K and bringing the position to 25,990 shares worth $2.51M. The position accounts for 0.33% of the portfolio, ranked #75.

Excelsior Advisor Network first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Excelsior Advisor Network held 25,990 shares of iShares Core MSCI EAFE ETF worth $2.51M as of Q2 2026.
Excelsior Advisor Network bought 7,109 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $683K.
iShares Core MSCI EAFE ETF made up 0.33% of Excelsior Advisor Network's portfolio in Q2 2026, its #75 holding.
Excelsior Advisor Network first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.