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

Medallion Wealth 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	$24.1K	Sell	266 -21	-7%	-$1.96K	0.01%	620
2025 Q4	$25.7K	Sell	287 -50	-15%	-$4.42K	0.01%	593
2025 Q3	$29.5K	Sell	337 -131	-28%	-$11.1K	0.01%	564
2025 Q2	$39K	Sell	468 -40	-8%	-$3.17K	0.02%	500
2025 Q1	$38.5K	Sell	508 -76	-13%	-$5.68K	0.02%	464
2024 Q4	$41.1K	Buy	+584	New	+$43.1K	0.02%	445

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

Medallion Wealth Advisors's IEFA Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.3% in Q1 2026, selling an estimated $1.96K and leaving 266 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #620.

Medallion Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.1K in Q4 2024. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Medallion Wealth Advisors held 266 shares of iShares Core MSCI EAFE ETF worth $24.1K as of Q1 2026.
Medallion Wealth Advisors sold 21 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.96K.
iShares Core MSCI EAFE ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #620 holding.
Medallion Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $41.1K in Q4 2024.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.