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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
Q2 		$215K Sell
2,226
-806
-27% -$77.4K 0.02% 321
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Lifeworks Advisors's IEFA Position: Q2 2026 in Review

Lifeworks Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 27% in Q2 2026, selling an estimated $77.4K and leaving 2,226 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #321.

Lifeworks Advisors first reported a position in IEFA in Q3 2024 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Lifeworks Advisors held 2,226 shares of iShares Core MSCI EAFE ETF worth $215K as of Q2 2026.
  • Lifeworks Advisors sold 806 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $77.4K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #321 holding.
  • Lifeworks Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 5 quarters since.
  • Lifeworks Advisors's iShares Core MSCI EAFE ETF position peaked at $279K in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.