IBEX Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

IBEX Wealth Advisors’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	$1.29M	Buy	13,381 +95	+0.7%	+$9.13K	0.1%	101
2026 Q1	$1.2M	Buy	13,286 +30	+0.2%	+$2.8K	0.11%	99
2025 Q4	$1.19M	Buy	13,256 +1,902	+17%	+$168K	0.12%	99
2025 Q3	$991K	Sell	11,354 -45	-0.4%	-$3.82K	0.1%	114
2025 Q2	$952K	Buy	+11,399	New	+$905K	0.1%	108

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

IBEX Wealth Advisors's IEFA Position: Q2 2026 in Review

IBEX Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.72% in Q2 2026, buying an estimated $9.13K and bringing the position to 13,381 shares worth $1.29M. The position accounts for 0.1% of the portfolio, ranked #101.

IBEX Wealth Advisors first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

IBEX Wealth Advisors held 13,381 shares of iShares Core MSCI EAFE ETF worth $1.29M as of Q2 2026.
IBEX Wealth Advisors bought 95 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.13K.
iShares Core MSCI EAFE ETF made up 0.1% of IBEX Wealth Advisors's portfolio in Q2 2026, its #101 holding.
IBEX Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.