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Leo Wealth LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Leo Wealth LLC’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
Q1 		$569K Buy
6,285
+236
+4% +$22K 0.04% 247
2025
Q4 		$541K Buy
6,049
+2,248
+59% +$199K 0.04% 244
2025
Q3 		$332K Sell
3,801
-221
-5% -$18.8K 0.04% 219
2025
Q2 		$317K Buy
4,022
+301
+8% +$23.9K 0.02% 301
2025
Q1 		$282K Hold
3,721
– – 0.04% 227
2024
Q4 		$262K Buy
3,721
+59
+2% +$4.35K 0.02% 304
2024
Q3 		$286K Hold
3,662
– – 0.03% 286
2024
Q2 		$266K Buy
3,662
+210
+6% +$15.5K 0.03% 288
2024
Q1 		$256K Hold
3,452
– – 0.03% 286
2023
Q4 		$243K Buy
+3,452
New +$228K 0.03% 287

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Leo Wealth LLC's IEFA Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q1 2026, buying an estimated $22K and bringing the position to 6,285 shares worth $569K. The position accounts for 0.04% of the portfolio, ranked #247.

Leo Wealth LLC first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Leo Wealth LLC held 6,285 shares of iShares Core MSCI EAFE ETF worth $569K as of Q1 2026.
  • Leo Wealth LLC bought 236 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $22K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #247 holding.
  • Leo Wealth LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.