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

Portus 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	–	Sell	-25	Closed	-$2.26K	–	271
2026 Q1	$2.26K	Buy	+25	New	+$2.33K	﹤0.01%	261

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

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

Portus Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 25 shares — an estimated $2.26K sold.

Portus Wealth Advisors first reported a position in IEFA in Q1 2026 and held it in 1 quarter. The position peaked at $2.26K in Q1 2026. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Portus Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 25 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.26K.
Portus Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $2.26K in Q1 2026.
2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.