Aspect Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aspect Partners’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	$19.1M	Buy	197,350 +5,734	+3%	+$566K	7.23%	4
2026 Q2	$18.5M	Buy	191,616 +17,348	+10%	+$1.67M	6.9%	4
2026 Q1	$15.8M	Buy	174,268 +16,951	+11%	+$1.58M	6.45%	4
2025 Q4	$14.1M	Buy	157,317 +18,789	+14%	+$1.66M	6.16%	3
2025 Q3	$12.1M	Sell	138,528 -37,814	-21%	-$3.21M	5.49%	4
2025 Q2	$14.7M	Buy	176,342 +70,241	+66%	+$5.57M	7.26%	4
2025 Q1	$8.03M	Buy	106,101 +14,099	+15%	+$1.05M	4.6%	5
2024 Q4	$6.47M	Buy	92,002 +5,718	+7%	+$422K	3.73%	5
2024 Q3	$6.73M	Buy	86,284 +19,383	+29%	+$1.45M	3.78%	6
2024 Q2	$4.86M	Buy	66,901 +529	+0.8%	+$38.9K	2.89%	7
2024 Q1	$4.93M	Buy	66,372 +6,690	+11%	+$476K	3.89%	5
2023 Q4	$4.2M	Buy	+59,682	New	+$3.93M	2.71%	10

Other funds holding IEFA

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Aspect Partners's IEFA Position: Q3 2026 in Review

Aspect Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q3 2026, buying an estimated $566K and bringing the position to 197,350 shares worth $19.1M. The position accounts for 7.23% of the portfolio, ranked #4.

Aspect Partners first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. 797 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Aspect Partners held 197,350 shares of iShares Core MSCI EAFE ETF worth $19.1M as of Q3 2026.
Aspect Partners bought 5,734 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $566K.
iShares Core MSCI EAFE ETF made up 7.23% of Aspect Partners's portfolio in Q3 2026, its #4 holding.
Aspect Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
797 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.