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

Walkner Condon 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
2026 Q1	$905K	Sell	9,992 -820	-8%	-$76.5K	0.12%	123
2025 Q4	$967K	Sell	10,812 -3,658	-25%	-$323K	0.13%	114
2025 Q3	$1.26M	Buy	14,470 +9,559	+195%	+$812K	0.2%	94
2025 Q2	$410K	Buy	4,911 +1,050	+27%	+$83.3K	0.08%	185
2025 Q1	$292K	Buy	3,861 +171	+5%	+$12.8K	0.06%	204
2024 Q4	$259K	Buy	+3,690	New	+$272K	0.05%	239
2023 Q2	–	Sell	-3,729	Closed	-$249K	–	245
2023 Q1	$249K	Buy	+3,729	New	+$244K	0.07%	202

Other funds holding IEFA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return