Brady Martz Wealth Solutions
IEFA icon

Brady Martz Wealth Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brady Martz Wealth Solutions’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 		$288K Buy
2,973
+11
+0.4% +$1.09K 0.04% 204
2026
Q2 		$286K Buy
+2,962
New +$285K 0.04% 176
2025
Q4 		– Sell
-2,456
Closed -$214K – 175
2025
Q3 		$214K Buy
+2,456
New +$209K 0.04% 148

Other funds holding IEFA

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Brady Martz Wealth Solutions's IEFA Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.37% in Q3 2026, buying an estimated $1.09K and bringing the position to 2,973 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #204.

Brady Martz Wealth Solutions first reported a position in IEFA in Q3 2025 and has held it in 3 quarters since. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Brady Martz Wealth Solutions held 2,973 shares of iShares Core MSCI EAFE ETF worth $288K as of Q3 2026.
  • Brady Martz Wealth Solutions bought 11 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.09K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #204 holding.
  • Brady Martz Wealth Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.