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

Serenus 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	$367K	Hold	3,801	–	–	0.06%	50
2026 Q1	$344K	Hold	3,801	–	–	0.07%	51
2025 Q4	$340K	Hold	3,801	–	–	0.07%	50
2025 Q3	$332K	Hold	3,801	–	–	0.06%	49
2025 Q2	$317K	Hold	3,801	–	–	0.05%	48
2025 Q1	$288K	Hold	3,801	–	–	0.05%	48
2024 Q4	$267K	Buy	+3,801	New	+$280K	0.05%	44

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

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

Serenus Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,801 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #50.

Serenus Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Serenus Wealth Advisors held 3,801 shares of iShares Core MSCI EAFE ETF worth $367K as of Q2 2026.
Serenus Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.06% of Serenus Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Serenus Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.