AFWM
IEFA icon

Abich Financial Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$19K Buy
+218
New +$18.5K 0.01% 396
2024
Q3 		$17K Hold
218
– – 0.04% 166
2024
Q2 		$15.8K Buy
218
+185
+561% +$13.6K 0.01% 236
2024
Q1 		$2.45K Buy
+33
New +$2.35K ﹤0.01% 365
2023
Q4 		– Hold
0
– – – 449

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Abich Financial Wealth Management's IEFA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2025: 218 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IEFA as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IEFA in Q1 2024 and has held it in 4 quarters since. 2,134 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Abich Financial Wealth Management held 218 shares of iShares Core MSCI EAFE ETF worth $19K as of Q3 2025.
  • iShares Core MSCI EAFE ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Core MSCI EAFE ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #396 holding.
  • Abich Financial Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 4 quarters since.
  • 2,134 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.