Able Wealth Management
IEFA icon

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

Able 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
2026
Q3 		$5.25M Buy
+54,074
New +$5.34M 1.15% 28
2024
Q1 		– Sell
-3,040
Closed -$214K – 307
2023
Q4 		$214K Buy
+3,040
New +$200K 0.19% 72

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Able Wealth Management's IEFA Position: Q3 2026 in Review

Able Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 54,074 shares worth $5.25M. The stake represents 1.15% of the portfolio and ranks #28 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in IEFA as recently as Q4 2023.

Able Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 2 quarters since. 970 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Able Wealth Management held 54,074 shares of iShares Core MSCI EAFE ETF worth $5.25M as of Q3 2026.
  • iShares Core MSCI EAFE ETF was a new Able Wealth Management position in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 1.15% of Able Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Able Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 2 quarters since.
  • 970 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.