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Olympus Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Olympus Wealth Management’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
2025
Q2 		$68.4M Buy
819,171
+150,725
+23% +$12M 22.97% 1
2025
Q1 		$50.6M Sell
668,446
-137,326
-17% -$10.3M 22.2% 1
2024
Q4 		$56.6M Buy
805,772
+9,975
+1% +$736K 20.62% 2
2024
Q3 		$62.1M Sell
795,797
-2,866
-0.4% -$215K 21.36% 2
2024
Q2 		$58M Buy
798,663
+240,544
+43% +$17.7M 18.15% 2
2024
Q1 		$41.4M Sell
558,119
-122,948
-18% -$8.75M 24.55% 1
2023
Q4 		$47.9M Sell
681,067
-1,672
-0.2% -$110K 24.59% 1
2023
Q3 		$43.9M Sell
682,739
-4,367
-0.6% -$292K 25.15% 1
2023
Q2 		$46.4M Buy
687,106
+14,403
+2% +$977K 24.99% 1
2023
Q1 		$45M Sell
672,703
-79,987
-11% -$5.24M 24.7% 1
2022
Q4 		$46.4M Sell
752,690
-42,714
-5% -$2.51M 23.29% 1
2022
Q3 		$41.9M Buy
795,404
+59,618
+8% +$3.51M 18.07% 2
2022
Q2 		$43.3M Buy
735,786
+321,835
+78% +$20.6M 24.16% 1
2022
Q1 		$28.8M Buy
413,951
+355,179
+604% +$25.1M 13.92% 2
2021
Q4 		$4.39M Buy
+58,772
New +$4.42M 3.05% 9

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Olympus Wealth Management's IEFA Position: Q2 2025 in Review

Olympus Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 23% in Q2 2025, buying an estimated $12M and bringing the position to 819,171 shares worth $68.4M. The position accounts for 22.97% of the portfolio, ranked #1.

Olympus Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 15 quarters since. 2,105 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Olympus Wealth Management held 819,171 shares of iShares Core MSCI EAFE ETF worth $68.4M as of Q2 2025.
  • Olympus Wealth Management bought 150,725 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $12M.
  • iShares Core MSCI EAFE ETF made up 22.97% of Olympus Wealth Management's portfolio in Q2 2025, its #1 holding.
  • Olympus Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,105 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.