LWM
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LJI Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LJI Wealth Management’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 		$578K Sell
5,980
-132
-2% -$12.7K 0.08% 100
2026
Q1 		$553K Sell
6,112
-75
-1% -$7K 0.09% 93
2025
Q4 		$553K Buy
6,187
+34
+0.6% +$3.01K 0.08% 101
2025
Q3 		$537K Sell
6,153
-489
-7% -$41.5K 0.09% 82
2025
Q2 		$554K Sell
6,642
-211
-3% -$16.7K 0.1% 88
2025
Q1 		$518K Hold
6,853
– – 0.1% 81
2024
Q4 		$482K Sell
6,853
-3,161
-32% -$233K 0.09% 90
2024
Q3 		$782K Hold
10,014
– – 0.16% 65
2024
Q2 		$727K Sell
10,014
-182
-2% -$13.4K 0.16% 67
2024
Q1 		$757K Sell
10,196
-27
-0.3% -$1.92K 0.2% 54
2023
Q4 		$719K Sell
10,223
-1,908
-16% -$126K 0.19% 64
2023
Q3 		$781K Buy
12,131
+1,513
+14% +$101K 0.22% 53
2023
Q2 		$717K Buy
10,618
+114
+1% +$7.73K 0.21% 54
2023
Q1 		$702K Buy
10,504
+2,178
+26% +$143K 0.22% 49
2022
Q4 		$513K Buy
+8,326
New +$490K 0.18% 64

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

LJI Wealth Management's IEFA Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, selling an estimated $12.7K and leaving 5,980 shares worth $578K. The position accounts for 0.08% of the portfolio, ranked #100.

LJI Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $782K in Q3 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • LJI Wealth Management held 5,980 shares of iShares Core MSCI EAFE ETF worth $578K as of Q2 2026.
  • LJI Wealth Management sold 132 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.7K.
  • iShares Core MSCI EAFE ETF made up 0.08% of LJI Wealth Management's portfolio in Q2 2026, its #100 holding.
  • LJI Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's iShares Core MSCI EAFE ETF position peaked at $782K in Q3 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.