STACKSTONE WEALTH, LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$5.77M	Buy	+59,529	New	+$5.88M	0.57%	46

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IEFA Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 59,529 shares worth $5.77M. The stake represents 0.57% of the portfolio and ranks #46 among its holdings.

649 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

STACKSTONE WEALTH, LLC held 59,529 shares of iShares Core MSCI EAFE ETF worth $5.77M as of Q3 2026.
iShares Core MSCI EAFE ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.57% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #46 holding.
649 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.