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

Modus 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	$394K	Hold	4,079	–	–	0.1%	102
2026 Q1	$369K	Hold	4,079	–	–	0.1%	94
2025 Q4	$365K	Buy	4,079 +342	+9%	+$30.2K	0.1%	97
2025 Q3	$326K	Sell	3,737 -25	-0.7%	-$2.12K	0.09%	102
2025 Q2	$314K	Sell	3,762 -140	-4%	-$11.1K	0.09%	98
2025 Q1	$295K	Sell	3,902 -298	-7%	-$22.3K	0.1%	97
2024 Q4	$295K	Sell	4,200 -116	-3%	-$8.56K	0.09%	99
2024 Q3	$337K	Sell	4,316 -594	-12%	-$44.5K	0.11%	100
2024 Q2	$357K	Hold	4,910	–	–	0.13%	91
2024 Q1	$364K	Hold	4,910	–	–	0.13%	89
2023 Q4	$345K	Hold	4,910	–	–	0.14%	87
2023 Q3	$316K	Hold	4,910	–	–	0.14%	88
2023 Q2	$331K	Hold	4,910	–	–	0.14%	88
2023 Q1	$328K	Hold	4,910	–	–	0.15%	87
2022 Q4	$303K	Hold	4,910	–	–	0.15%	85
2022 Q3	$259K	Buy	+4,910	New	+$289K	0.14%	85

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

Modus Advisors's IEFA Position: Q2 2026 in Review

Modus Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,079 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #102.

Modus Advisors first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Modus Advisors held 4,079 shares of iShares Core MSCI EAFE ETF worth $394K as of Q2 2026.
Modus Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.1% of Modus Advisors's portfolio in Q2 2026, its #102 holding.
Modus Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.