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

LM 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	$4.93M	Buy	51,023 +47,001	+1,169%	+$4.51M	0.57%	33
2026 Q1	$44.4K	Buy	4,022 +887	+28%	+$82.8K	0.7%	40
2025 Q4	$35K	Sell	3,135 -31,229	-91%	-$2.76M	0.63%	45
2025 Q3	$3M	Buy	34,364 +5,808	+20%	+$493K	0.43%	47
2025 Q2	$2.38M	Buy	28,556 +1,154	+4%	+$91.6K	0.31%	48
2025 Q1	$2.07M	Buy	27,402 +2,058	+8%	+$154K	0.37%	54
2024 Q4	$1.78M	Buy	25,344 +2,086	+9%	+$154K	0.32%	59
2024 Q3	$1.81M	Sell	23,258 -6,975	-23%	-$522K	0.37%	52
2024 Q2	$2.2M	Sell	30,233 -39,558	-57%	-$2.91M	0.39%	53
2024 Q1	$5.18M	Buy	69,791 +20,600	+42%	+$1.47M	0.82%	21
2023 Q4	$3.46M	Buy	+49,191	New	+$3.24M	0.7%	30

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

LM Advisors's IEFA Position: Q2 2026 in Review

LM Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1,169% in Q2 2026, buying an estimated $4.51M and bringing the position to 51,023 shares worth $4.93M. The position accounts for 0.57% of the portfolio, ranked #33.

LM Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.18M in Q1 2024. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

LM Advisors held 51,023 shares of iShares Core MSCI EAFE ETF worth $4.93M as of Q2 2026.
LM Advisors bought 47,001 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.51M.
iShares Core MSCI EAFE ETF made up 0.57% of LM Advisors's portfolio in Q2 2026, its #33 holding.
LM Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's iShares Core MSCI EAFE ETF position peaked at $5.18M in Q1 2024.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.