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

Lifeworks 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
Q1 		$274K Sell
3,032
-87
-3% -$8.12K 0.04% 256
2025
Q4 		$279K Buy
3,119
+459
+17% +$40.6K 0.04% 275
2025
Q3 		$232K Buy
+2,660
New +$226K 0.03% 301
2024
Q4 		– Sell
-2,589
Closed -$202K – 314
2024
Q3 		$202K Buy
+2,589
New +$194K 0.04% 288

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lifeworks Advisors's IEFA Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q1 2026, selling an estimated $8.12K and leaving 3,032 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #256.

Lifeworks Advisors first reported a position in IEFA in Q3 2024 and has held it in 4 quarters since. The position peaked at $279K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Lifeworks Advisors held 3,032 shares of iShares Core MSCI EAFE ETF worth $274K as of Q1 2026.
  • Lifeworks Advisors sold 87 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.12K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #256 holding.
  • Lifeworks Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 4 quarters since.
  • Lifeworks Advisors's iShares Core MSCI EAFE ETF position peaked at $279K in Q4 2025.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.