Avid Wealth Partners
IEFA icon

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

Avid Wealth 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 		$353K Buy
3,642
+348
+11% +$34.4K 0.16% 56
2026
Q2 		$318K Sell
3,294
-574
-15% -$55.1K 0.15% 56
2026
Q1 		$350K Sell
3,868
-25,166
-87% -$2.35M 0.17% 50
2025
Q4 		$2.6M Sell
29,034
-141,219
-83% -$12.5M 1.27% 19
2025
Q3 		$14.9M Buy
170,253
+7,256
+4% +$617K 7.39% 4
2025
Q2 		$13.6M Buy
162,997
+50,648
+45% +$4.02M 7.79% 3
2025
Q1 		$8.5M Sell
112,349
-71,492
-39% -$5.35M 5.77% 7
2024
Q4 		$12.9M Buy
183,841
+5,225
+3% +$385K 9.18% 3
2024
Q3 		$13.9M Buy
178,616
+114,518
+179% +$8.57M 9.87% 3
2024
Q2 		$4.66M Sell
64,098
-85,695
-57% -$6.31M 3.62% 10
2024
Q1 		$11.1M Sell
149,793
-12,188
-8% -$868K 8.93% 3
2023
Q4 		$11.4M Buy
+161,981
New +$10.7M 11.3% 2

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avid Wealth Partners's IEFA Position: Q3 2026 in Review

Avid Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q3 2026, buying an estimated $34.4K and bringing the position to 3,642 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #56.

Avid Wealth Partners first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q3 2025. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Avid Wealth Partners held 3,642 shares of iShares Core MSCI EAFE ETF worth $353K as of Q3 2026.
  • Avid Wealth Partners bought 348 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $34.4K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Avid Wealth Partners's portfolio in Q3 2026, its #56 holding.
  • Avid Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • Avid Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $14.9M in Q3 2025.
  • 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.