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

Twin Lakes 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	$72.8K	Buy	754 +12	+2%	+$1.15K	0.03%	119
2026 Q1	$67.2K	Hold	742	–	–	0.03%	120
2025 Q4	$66.4K	Hold	742	–	–	0.03%	122
2025 Q3	$64.8K	Hold	742	–	–	0.03%	123
2025 Q2	$61.9K	Hold	742	–	–	0.04%	120
2025 Q1	$56.1K	Buy	+742	New	+$55.5K	0.04%	119

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

Twin Lakes Capital Management's IEFA Position: Q2 2026 in Review

Twin Lakes Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, buying an estimated $1.15K and bringing the position to 754 shares worth $72.8K. The position accounts for 0.03% of the portfolio, ranked #119.

Twin Lakes Capital Management first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Twin Lakes Capital Management held 754 shares of iShares Core MSCI EAFE ETF worth $72.8K as of Q2 2026.
Twin Lakes Capital Management bought 12 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.15K.
iShares Core MSCI EAFE ETF made up 0.03% of Twin Lakes Capital Management's portfolio in Q2 2026, its #119 holding.
Twin Lakes Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.