SFA
IEFA icon

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

Semmax Financial 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
2025
Q2 		$5.21K Buy
62
+10
+19% +$794 ﹤0.01% 293
2025
Q1 		$4.12K Buy
+52
New +$3.89K ﹤0.01% 286

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

Semmax Financial Advisors's IEFA Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2025, buying an estimated $794 and bringing the position to 62 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Semmax Financial Advisors first reported a position in IEFA in Q1 2025 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Semmax Financial Advisors held 62 shares of iShares Core MSCI EAFE ETF worth $5.21K as of Q2 2025.
  • Semmax Financial Advisors bought 10 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $794.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #293 holding.
  • Semmax Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 2 quarters since.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.