ASG
IEFA icon

Advisory Solutions Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advisory Solutions Group’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 		$3.9M Buy
40,226
+11,033
+38% +$1.09M 0.83% 34
2026
Q2 		$2.82M Buy
+29,193
New +$2.8M 0.96% 27

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Advisory Solutions Group's IEFA Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q3 2026, buying an estimated $1.09M and bringing the position to 40,226 shares worth $3.9M. The position accounts for 0.83% of the portfolio, ranked #34.

Advisory Solutions Group first reported a position in IEFA in Q2 2026 and has held it in 2 quarters since. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Advisory Solutions Group held 40,226 shares of iShares Core MSCI EAFE ETF worth $3.9M as of Q3 2026.
  • Advisory Solutions Group bought 11,033 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.09M.
  • iShares Core MSCI EAFE ETF made up 0.83% of Advisory Solutions Group's portfolio in Q3 2026, its #34 holding.
  • Advisory Solutions Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.