Traynor Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Traynor Capital 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
2026 Q2	$743K	Sell	7,693 -488	-6%	-$46.9K	0.03%	162
2026 Q1	$717K	Buy	8,181 +822	+11%	+$76.7K	0.04%	146
2025 Q4	$658K	Sell	7,359 -4,279	-37%	-$378K	0.04%	161
2025 Q3	$1.02M	Buy	+11,638	New	+$989K	0.06%	125
2025 Q1	–	Sell	-14,952	Closed	-$1.05M	–	283
2024 Q4	$1.05M	Buy	14,952 +11,587	+344%	+$855K	0.07%	97
2024 Q3	$263K	Buy	+3,365	New	+$252K	0.02%	198
2022 Q1	–	Sell	-2,900	Closed	-$216K	–	219
2021 Q4	$216K	Buy	+2,900	New	+$218K	0.03%	185
2020 Q1	–	Sell	-4,627	Closed	-$301K	–	164
2019 Q4	$301K	Buy	4,627 +492	+12%	+$31.2K	0.08%	125
2019 Q3	$252K	Buy	+4,135	New	+$250K	0.08%	130
2018 Q3	–	Sell	-5,791	Closed	-$363K	–	200
2018 Q2	$363K	Buy	5,791 +964	+20%	+$63.8K	0.13%	109
2018 Q1	$318K	Buy	4,827 +1,231	+34%	+$82.7K	0.13%	114
2017 Q4	$237K	Buy	+3,596	New	+$234K	0.1%	143

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Traynor Capital Management's IEFA Position: Q2 2026 in Review

Traynor Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q2 2026, selling an estimated $46.9K and leaving 7,693 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #162.

Traynor Capital Management first reported a position in IEFA in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2024. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Traynor Capital Management held 7,693 shares of iShares Core MSCI EAFE ETF worth $743K as of Q2 2026.
Traynor Capital Management sold 488 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $46.9K.
iShares Core MSCI EAFE ETF made up 0.03% of Traynor Capital Management's portfolio in Q2 2026, its #162 holding.
Traynor Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 12 quarters since.
Traynor Capital Management's iShares Core MSCI EAFE ETF position peaked at $1.05M in Q4 2024.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.