MB, Levis & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MB, Levis & Associates’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	$34K	Buy	352 +6	+2%	+$576	0.01%	126
2026 Q1	$31.3K	Hold	346	–	–	0.01%	125
2025 Q4	$31K	Buy	346 +7	+2%	+$619	0.01%	124
2025 Q3	$29.6K	Buy	339 +175	+107%	+$14.9K	0.01%	126
2025 Q2	$13.7K	Buy	164 +2	+1%	+$159	0.01%	181
2025 Q1	$12.2K	Hold	162	–	–	0.01%	180
2024 Q4	$11.4K	Buy	162 +3	+2%	+$221	0.01%	180
2024 Q3	$12.4K	Hold	159	–	–	0.01%	183
2024 Q2	$11.5K	Buy	159 +3	+2%	+$221	0.01%	184
2024 Q1	$11.6K	Hold	156	–	–	0.01%	180
2023 Q4	$11K	Buy	156 +2	+1%	+$132	0.01%	181
2023 Q3	$9.91K	Hold	154	–	–	0.01%	194
2023 Q2	$10.4K	Hold	154	–	–	0.01%	196
2023 Q1	$10.3K	Buy	+154	New	+$10.1K	0.01%	195

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

MB, Levis & Associates's IEFA Position: Q2 2026 in Review

MB, Levis & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, buying an estimated $576 and bringing the position to 352 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #126.

MB, Levis & Associates first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MB, Levis & Associates held 352 shares of iShares Core MSCI EAFE ETF worth $34K as of Q2 2026.
MB, Levis & Associates bought 6 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $576.
iShares Core MSCI EAFE ETF made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #126 holding.
MB, Levis & Associates first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.