LWM
IEFA icon

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

Lyell 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 		$653K Sell
6,764
-700
-9% -$67.2K 0.04% 150
2026
Q1 		$676K Buy
7,464
+219
+3% +$20.4K 0.05% 135
2025
Q4 		$648K Sell
7,245
-490
-6% -$43.3K 0.05% 132
2025
Q3 		$675K Sell
7,735
-600
-7% -$51K 0.05% 136
2025
Q2 		$696K Hold
8,335
– – 0.06% 138
2025
Q1 		$631K Sell
8,335
-200
-2% -$15K 0.06% 135
2024
Q4 		$600K Hold
8,535
– – 0.05% 135
2024
Q3 		$666K Sell
8,535
-1,075
-11% -$80.5K 0.06% 133
2024
Q2 		$698K Sell
9,610
-190
-2% -$14K 0.07% 121
2024
Q1 		$727K Buy
9,800
+3,085
+46% +$220K 0.07% 120
2023
Q4 		$472K Buy
6,715
+3,483
+108% +$230K 0.05% 139
2023
Q3 		$208K Sell
3,232
-3,050
-49% -$204K 0.03% 174
2023
Q2 		$424K Buy
6,282
+225
+4% +$15.3K 0.05% 140
2023
Q1 		$405K Sell
6,057
-3,000
-33% -$197K 0.06% 149
2022
Q4 		$558K Buy
+9,057
New +$533K 0.09% 132
2022
Q2 		– Sell
-4,268
Closed -$297K – 198
2022
Q1 		$297K Sell
4,268
-464
-10% -$32.8K 0.04% 171
2021
Q4 		$354K Buy
4,732
+747
+19% +$56.1K 0.04% 154
2021
Q3 		$296K Sell
3,985
-1,135
-22% -$86.3K 0.04% 159
2021
Q2 		$383K Buy
5,120
+870
+20% +$65.7K 0.05% 146
2021
Q1 		$306K Buy
+4,250
New +$304K 0.04% 152

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

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

Lyell Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q2 2026, selling an estimated $67.2K and leaving 6,764 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #150.

Lyell Wealth Management first reported a position in IEFA in Q1 2021 and has held it in 20 quarters since. The position peaked at $727K in Q1 2024. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Lyell Wealth Management held 6,764 shares of iShares Core MSCI EAFE ETF worth $653K as of Q2 2026.
  • Lyell Wealth Management sold 700 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $67.2K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Lyell Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Lyell Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 20 quarters since.
  • Lyell Wealth Management's iShares Core MSCI EAFE ETF position peaked at $727K in Q1 2024.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.