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

LVW 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	$373K	Hold	3,857	–	–	0.03%	300
2026 Q1	$349K	Hold	3,857	–	–	0.03%	290
2025 Q4	$345K	Buy	3,857 +281	+8%	+$24.8K	0.04%	254
2025 Q3	$312K	Hold	3,576	–	–	0.03%	271
2025 Q2	$298K	Sell	3,576 -16	-0.4%	-$1.27K	0.03%	262
2025 Q1	$272K	Sell	3,592 -249	-6%	-$18.6K	0.03%	254
2024 Q4	$270K	Buy	+3,841	New	+$283K	0.03%	267

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

LVW Advisors's IEFA Position: Q2 2026 in Review

LVW Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,857 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #300.

LVW Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

LVW Advisors held 3,857 shares of iShares Core MSCI EAFE ETF worth $373K as of Q2 2026.
LVW Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #300 holding.
LVW Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
1,244 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.