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 Q2	$396K	Buy	4,146 +3,880	+1,459%	+$373K	0.12%	154
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 $1.55T 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

Medallion Wealth Advisors's IEFA Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1,459% in Q2 2026, buying an estimated $373K and bringing the position to 4,146 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #154.

Medallion Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Medallion Wealth Advisors held 4,146 shares of iShares Core MSCI EAFE ETF worth $396K as of Q2 2026.
Medallion Wealth Advisors bought 3,880 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $373K.
iShares Core MSCI EAFE ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q2 2026, its #154 holding.
Medallion Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.