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

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

LexAurum Advisors's IEFA Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, selling an estimated $37.6K and leaving 2,755 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #355.

LexAurum Advisors first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q4 2024. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

LexAurum Advisors held 2,755 shares of iShares Core MSCI EAFE ETF worth $266K as of Q2 2026.
LexAurum Advisors sold 391 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $37.6K.
iShares Core MSCI EAFE ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #355 holding.
LexAurum Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
LexAurum Advisors's iShares Core MSCI EAFE ETF position peaked at $299K in Q4 2024.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.