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

LexAurum 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	$266K	Sell	2,755 -391	-12%	-$37.6K	0.03%	355
2026 Q1	$285K	Buy	+3,146	New	+$294K	0.04%	331
2025 Q3	$296K	Buy	3,386 +135	+4%	+$11.5K	0.04%	295
2025 Q2	$271K	Hold	3,251	–	–	0.04%	295
2025 Q1	$246K	Sell	3,251 -1,009	-24%	-$75.5K	0.05%	298
2024 Q4	$299K	Buy	+4,260	New	+$314K	0.06%	262

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return