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Burkett Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Burkett Financial Services’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 		$13.6K Buy
+140
New +$13.8K ﹤0.01% 277
2026
Q2 		– Sell
-175
Closed -$15.8K – 274
2026
Q1 		$15.8K Buy
+175
New +$16.3K 0.01% 153

Other funds holding IEFA

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

Burkett Financial Services's IEFA Position: Q3 2026 in Review

Burkett Financial Services opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 140 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in IEFA as recently as Q1 2026.

Burkett Financial Services first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.8K in Q1 2026. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Burkett Financial Services held 140 shares of iShares Core MSCI EAFE ETF worth $13.6K as of Q3 2026.
  • iShares Core MSCI EAFE ETF was a new Burkett Financial Services position in Q3 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #277 holding.
  • Burkett Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's iShares Core MSCI EAFE ETF position peaked at $15.8K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.