XF
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XML Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

XML Financial’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 		$448K Buy
4,643
+50
+1% +$4.8K 0.03% 303
2026
Q1 		$416K Sell
4,593
-1,011
-18% -$94.4K 0.03% 288
2025
Q4 		$501K Buy
5,604
+553
+11% +$48.9K 0.04% 256
2025
Q3 		$441K Buy
5,051
+1,058
+26% +$89.9K 0.04% 269
2025
Q2 		$333K Buy
3,993
+900
+29% +$71.4K 0.03% 295
2025
Q1 		$234K Sell
3,093
-511
-14% -$38.2K 0.02% 317
2024
Q4 		$253K Buy
3,604
+265
+8% +$19.6K 0.02% 309
2024
Q3 		$261K Buy
3,339
+11
+0.3% +$823 0.02% 302
2024
Q2 		$242K Buy
3,328
+5
+0.2% +$368 0.02% 301
2024
Q1 		$247K Sell
3,323
-459
-12% -$32.7K 0.03% 301
2023
Q4 		$266K Sell
3,782
-365
-9% -$24.1K 0.03% 279
2023
Q3 		$267K Sell
4,147
-302
-7% -$20.2K 0.03% 273
2023
Q2 		$300K Buy
4,449
+1,320
+42% +$89.5K 0.03% 274
2023
Q1 		$209K Buy
+3,129
New +$205K 0.03% 308
2022
Q4 		– Sell
-4,790
Closed -$252K – 333
2022
Q3 		$252K Buy
+4,790
New +$282K 0.04% 272
2022
Q2 		– Sell
-2,989
Closed -$208K – 276
2022
Q1 		$208K Sell
2,989
-13
-0.4% -$920 0.02% 304
2021
Q4 		$224K Sell
3,002
-18
-0.6% -$1.35K 0.03% 290
2021
Q3 		$224K Sell
3,020
-129
-4% -$9.81K 0.03% 279
2021
Q2 		$236K Buy
3,149
+27
+0.9% +$2.04K 0.05% 197
2021
Q1 		$225K Sell
3,122
-23
-0.7% -$1.64K 0.05% 191
2020
Q4 		$217K Buy
+3,145
New +$203K 0.06% 190
2020
Q1 		– Sell
-5,254
Closed -$343K – 184
2019
Q4 		$343K Buy
+5,254
New +$333K 0.12% 126

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

XML Financial's IEFA Position: Q2 2026 in Review

XML Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $4.8K and bringing the position to 4,643 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #303.

XML Financial first reported a position in IEFA in Q4 2019 and has held it in 22 quarters since. The position peaked at $501K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • XML Financial held 4,643 shares of iShares Core MSCI EAFE ETF worth $448K as of Q2 2026.
  • XML Financial bought 50 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.8K.
  • iShares Core MSCI EAFE ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #303 holding.
  • XML Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
  • XML Financial's iShares Core MSCI EAFE ETF position peaked at $501K in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.