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

Avaii 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	$935K	Buy	9,641 +2,641	+38%	+$261K	0.27%	48
2026 Q2	$676K	Buy	7,000 +2,223	+47%	+$214K	0.2%	67
2026 Q1	$432K	Buy	+4,777	New	+$446K	0.15%	86
2022 Q1	–	Sell	-10,573	Closed	-$789K	–	128
2021 Q4	$789K	Buy	+10,573	New	+$795K	0.79%	21

Other funds holding IEFA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Avaii Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q3 2026, buying an estimated $261K and bringing the position to 9,641 shares worth $935K. The position accounts for 0.27% of the portfolio, ranked #48.

Avaii Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Avaii Wealth Management held 9,641 shares of iShares Core MSCI EAFE ETF worth $935K as of Q3 2026.
Avaii Wealth Management bought 2,641 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $261K.
iShares Core MSCI EAFE ETF made up 0.27% of Avaii Wealth Management's portfolio in Q3 2026, its #48 holding.
Avaii Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.