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Acima Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Acima Private Wealth’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 		$10.1M Buy
104,553
+5,219
+5% +$515K 2.94% 11
2026
Q2 		$9.59M Buy
99,334
+277
+0.3% +$26.6K 2.79% 13
2026
Q1 		$8.97M Buy
99,057
+703
+0.7% +$65.6K 2.81% 12
2025
Q4 		$8.8M Buy
98,354
+20,554
+26% +$1.82M 2.73% 13
2025
Q3 		$6.79M Buy
77,800
+12,334
+19% +$1.05M 2.13% 16
2025
Q2 		$5.47M Buy
65,466
+296
+0.5% +$23.5K 1.86% 20
2025
Q1 		$4.93M Sell
65,170
-7,009
-10% -$524K 1.77% 19
2024
Q4 		$5.07M Buy
72,179
+2,532
+4% +$187K 1.71% 18
2024
Q3 		$5.44M Buy
69,647
+4,890
+8% +$366K 1.82% 16
2024
Q2 		$4.7M Sell
64,757
-286
-0.4% -$21K 1.73% 17
2024
Q1 		$4.83M Buy
65,043
+66
+0.1% +$4.7K 1.78% 14
2023
Q4 		$4.57M Buy
64,977
+602
+0.9% +$39.7K 1.78% 15
2023
Q3 		$4.14M Sell
64,375
-64
-0.1% -$4.29K 1.84% 15
2023
Q2 		$4.35M Sell
64,439
-345
-0.5% -$23.4K 2.08% 13
2023
Q1 		$4.33M Buy
64,784
+190
+0.3% +$12.5K 2.13% 12
2022
Q4 		$3.98M Sell
64,594
-9,574
-13% -$563K 2.04% 12
2022
Q3 		$3.91M Sell
74,168
-72
-0.1% -$4.23K 2.01% 13
2022
Q2 		$4.37M Sell
74,240
-3,709
-5% -$238K 2.18% 12
2022
Q1 		$5.42M Sell
77,949
-178
-0.2% -$12.6K 2.5% 9
2021
Q4 		$5.83M Buy
78,127
+870
+1% +$65.4K 2.51% 7
2021
Q3 		$5.74M Buy
77,257
+134
+0.2% +$10.2K 2.64% 5
2021
Q2 		$5.77M Sell
77,123
-304
-0.4% -$23K 2.65% 6
2021
Q1 		$5.58M Buy
77,427
+326
+0.4% +$23.3K 2.74% 4
2020
Q4 		$5.33M Buy
77,101
+7,670
+11% +$496K 2.76% 5
2020
Q3 		$4.18M Buy
69,431
+45,111
+185% +$2.72M 2.52% 10
2020
Q2 		$1.39M Buy
24,320
+21,501
+763% +$1.17M 0.9% 31
2020
Q1 		$141K Sell
2,819
-2,264
-45% -$135K 0.11% 130
2019
Q4 		$332K Hold
5,083
– – 0.23% 97
2019
Q3 		$310K Hold
5,083
– – 0.24% 94
2019
Q2 		$312K Hold
5,083
– – 0.25% 88
2019
Q1 		$309K Buy
5,083
+3,190
+169% +$188K 0.26% 87
2018
Q4 		$104K Buy
+1,893
New +$111K 0.1% 148

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Acima Private Wealth's IEFA Position: Q3 2026 in Review

Acima Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q3 2026, buying an estimated $515K and bringing the position to 104,553 shares worth $10.1M. The position accounts for 2.94% of the portfolio, ranked #11.

Acima Private Wealth first reported a position in IEFA in Q4 2018 and has held it in 32 quarters since. 395 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Acima Private Wealth held 104,553 shares of iShares Core MSCI EAFE ETF worth $10.1M as of Q3 2026.
  • Acima Private Wealth bought 5,219 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $515K.
  • iShares Core MSCI EAFE ETF made up 2.94% of Acima Private Wealth's portfolio in Q3 2026, its #11 holding.
  • Acima Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 32 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.