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 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	﹤0.01%	68
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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