Tred Avon Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tred Avon Family Wealth’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	$2.06M	Buy	21,315 +1,986	+10%	+$191K	0.63%	33
2026 Q1	$1.75M	Buy	19,329 +1,956	+11%	+$183K	0.58%	39
2025 Q4	$1.55M	Sell	17,373 -1,460	-8%	-$129K	0.51%	45
2025 Q3	$1.64M	Buy	+18,833	New	+$1.6M	0.56%	39

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

Tred Avon Family Wealth's IEFA Position: Q2 2026 in Review

Tred Avon Family Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, buying an estimated $191K and bringing the position to 21,315 shares worth $2.06M. The position accounts for 0.63% of the portfolio, ranked #33.

Tred Avon Family Wealth first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tred Avon Family Wealth held 21,315 shares of iShares Core MSCI EAFE ETF worth $2.06M as of Q2 2026.
Tred Avon Family Wealth bought 1,986 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $191K.
iShares Core MSCI EAFE ETF made up 0.63% of Tred Avon Family Wealth's portfolio in Q2 2026, its #33 holding.
Tred Avon Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.