3Chopt Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

3Chopt Investment Partners’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	$2.87M	Hold	29,742	–	–	0.54%	40
2026 Q1	$2.69M	Sell	29,742 -150	-0.5%	-$14K	0.62%	38
2025 Q4	$2.67M	Sell	29,892 -212	-0.7%	-$18.7K	0.6%	43
2025 Q3	$2.63M	Buy	30,104 +212	+0.7%	+$18K	0.6%	40
2025 Q2	$2.5M	Sell	29,892 -274	-0.9%	-$21.7K	0.6%	44
2025 Q1	$2.28M	Sell	30,166 -5,063	-14%	-$379K	0.6%	44
2024 Q4	$2.48M	Buy	35,229 +785	+2%	+$57.9K	0.85%	37
2024 Q3	$2.69M	Hold	34,444	–	–	0.96%	33
2024 Q2	$2.5M	Sell	34,444 -22	-0.1%	-$1.62K	0.76%	34
2024 Q1	$2.56M	Sell	34,466 -194	-0.6%	-$13.8K	1.05%	32
2023 Q4	$2.44M	Sell	34,660 -819	-2%	-$54K	0.9%	26
2023 Q3	$2.28M	Buy	35,479 +31,000	+692%	+$2.08M	1.35%	25
2023 Q2	$302K	Hold	4,479	–	–	0.15%	115
2023 Q1	$299K	Buy	4,479 +172	+4%	+$11.3K	0.16%	118
2022 Q4	$265K	Buy	+4,307	New	+$253K	0.15%	118

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

3Chopt Investment Partners's IEFA Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 29,742 shares worth $2.87M. The position accounts for 0.54% of the portfolio, ranked #40.

3Chopt Investment Partners first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

3Chopt Investment Partners held 29,742 shares of iShares Core MSCI EAFE ETF worth $2.87M as of Q2 2026.
3Chopt Investment Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.54% of 3Chopt Investment Partners's portfolio in Q2 2026, its #40 holding.
3Chopt Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.