Lazari Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lazari Capital 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	$903K	Sell	9,352 -327	-3%	-$31.4K	0.28%	62
2026 Q1	$876K	Hold	9,679	–	–	0.3%	60
2025 Q4	$866K	Sell	9,679 -1,069	-10%	-$94.5K	0.29%	58
2025 Q3	$938K	Sell	10,748 -2,140	-17%	-$182K	0.32%	55
2025 Q2	$1.08M	Sell	12,888 -320	-2%	-$25.4K	0.41%	42
2025 Q1	$999K	Sell	13,208 -245	-2%	-$18.3K	0.41%	48
2024 Q4	$945K	Sell	13,453 -8,192	-38%	-$604K	0.38%	42
2024 Q3	$1.69M	Sell	21,645 -75	-0.3%	-$5.61K	0.72%	29
2024 Q2	$1.58M	Buy	21,720 +18,985	+694%	+$1.4M	0.71%	27
2024 Q1	$203K	Buy	+2,735	New	+$195K	0.11%	110

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Lazari Capital Management's IEFA Position: Q2 2026 in Review

Lazari Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, selling an estimated $31.4K and leaving 9,352 shares worth $903K. The position accounts for 0.28% of the portfolio, ranked #62.

Lazari Capital Management first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2024. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Lazari Capital Management held 9,352 shares of iShares Core MSCI EAFE ETF worth $903K as of Q2 2026.
Lazari Capital Management sold 327 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $31.4K.
iShares Core MSCI EAFE ETF made up 0.28% of Lazari Capital Management's portfolio in Q2 2026, its #62 holding.
Lazari Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Lazari Capital Management's iShares Core MSCI EAFE ETF position peaked at $1.69M in Q3 2024.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.