A4 Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

A4 Wealth 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 Q3	$5.89M	Buy	+60,813	New	+$6M	3.85%	8

Other funds holding IEFA

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

A4 Wealth Advisors's IEFA Position: Q3 2026 in Review

A4 Wealth Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 60,813 shares worth $5.89M. The stake represents 3.85% of the portfolio and ranks #8 among its holdings.

1,523 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

A4 Wealth Advisors held 60,813 shares of iShares Core MSCI EAFE ETF worth $5.89M as of Q3 2026.
iShares Core MSCI EAFE ETF was a new A4 Wealth Advisors position in Q3 2026.
iShares Core MSCI EAFE ETF made up 3.85% of A4 Wealth Advisors's portfolio in Q3 2026, its #8 holding.
1,523 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.