Lloyd Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lloyd Advisory Services’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	$28.9K	Sell	299 -117	-28%	-$11.2K	0.01%	282
2026 Q1	$37.7K	Buy	416 +127	+44%	+$11.9K	0.01%	303
2025 Q4	$25.9K	Buy	+289	New	+$25.6K	0.01%	303
2022 Q2	–	Sell	-19	Closed	-$1K	–	288
2022 Q1	$1K	Sell	19 -351	-95%	-$24.8K	﹤0.01%	567
2021 Q4	$28K	Sell	370 -2,090	-85%	-$157K	0.01%	264
2021 Q3	$183K	Sell	2,460 -85	-3%	-$6.47K	0.09%	84
2021 Q2	$191K	Buy	2,545 +2,482	+3,940%	+$187K	0.1%	81
2021 Q1	$5K	Hold	63	–	–	﹤0.01%	292
2020 Q4	$4K	Hold	63	–	–	﹤0.01%	273
2020 Q3	$4K	Hold	63	–	–	﹤0.01%	245
2020 Q2	$4K	Buy	63 +1	+2%	+$54	﹤0.01%	227
2020 Q1	$3K	Buy	+62	New	+$3.69K	﹤0.01%	201

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

Lloyd Advisory Services's IEFA Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 28% in Q2 2026, selling an estimated $11.2K and leaving 299 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #282.

Lloyd Advisory Services first reported a position in IEFA in Q1 2020 and has held it in 12 quarters since. The position peaked at $191K in Q2 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Lloyd Advisory Services held 299 shares of iShares Core MSCI EAFE ETF worth $28.9K as of Q2 2026.
Lloyd Advisory Services sold 117 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.2K.
iShares Core MSCI EAFE ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #282 holding.
Lloyd Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 12 quarters since.
Lloyd Advisory Services's iShares Core MSCI EAFE ETF position peaked at $191K in Q2 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.