Lynx Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lynx Investment Advisory’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	$564K	Buy	6,228 +3,056	+96%	+$285K	0.27%	87
2025 Q4	$284K	Buy	3,172 +34	+1%	+$3.01K	0.15%	134
2025 Q3	$274K	Hold	3,138	–	–	0.16%	130
2025 Q2	$262K	Buy	3,138 +32	+1%	+$2.54K	0.17%	129
2025 Q1	$235K	Hold	3,106	–	–	0.16%	135
2024 Q4	$218K	Sell	3,106 -22	-0.7%	-$1.62K	0.15%	141
2024 Q3	$244K	Hold	3,128	–	–	0.18%	129
2024 Q2	$227K	Buy	+3,128	New	+$230K	0.17%	122

Other funds holding IEFA

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 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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lynx Investment Advisory's IEFA Position: Q1 2026 in Review

Lynx Investment Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 96% in Q1 2026, buying an estimated $285K and bringing the position to 6,228 shares worth $564K. The position accounts for 0.27% of the portfolio, ranked #87.

Lynx Investment Advisory first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Lynx Investment Advisory held 6,228 shares of iShares Core MSCI EAFE ETF worth $564K as of Q1 2026.
Lynx Investment Advisory bought 3,056 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $285K.
iShares Core MSCI EAFE ETF made up 0.27% of Lynx Investment Advisory's portfolio in Q1 2026, its #87 holding.
Lynx Investment Advisory first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.