CD
IEFA icon

Chapin Davis’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chapin Davis’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 		$660K Sell
6,812
-75
-1% -$7.4K 0.13% 123
2026
Q2 		$665K Sell
6,887
-244
-3% -$23.4K 0.12% 121
2026
Q1 		$646K Buy
7,131
+840
+13% +$78.4K 0.14% 133
2025
Q4 		$563K Hold
6,291
– – 0.13% 139
2025
Q3 		$549K Buy
6,291
+1,377
+28% +$117K 0.13% 142
2025
Q2 		$410K Buy
4,914
+610
+14% +$48.4K 0.11% 152
2025
Q1 		$326K Buy
4,304
+404
+10% +$30.2K 0.11% 153
2024
Q4 		$304K Hold
3,900
– – 0.1% 169
2024
Q3 		$304K Sell
3,900
-996
-20% -$74.6K 0.1% 170
2024
Q2 		$356K Buy
4,896
+1,353
+38% +$99.6K 0.12% 153
2024
Q1 		$263K Buy
3,543
+34
+1% +$2.42K 0.1% 181
2023
Q4 		$247K Buy
3,509
+2
+0.1% +$132 0.1% 176
2023
Q3 		$226K Buy
3,507
+265
+8% +$17.7K 0.11% 166
2023
Q2 		$219K Buy
+3,242
New +$220K 0.1% 185

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

Chapin Davis's IEFA Position: Q3 2026 in Review

Chapin Davis reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q3 2026, selling an estimated $7.4K and leaving 6,812 shares worth $660K. The position accounts for 0.13% of the portfolio, ranked #123.

Chapin Davis first reported a position in IEFA in Q2 2023 and has held it in 14 quarters since. The position peaked at $665K in Q2 2026. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Chapin Davis held 6,812 shares of iShares Core MSCI EAFE ETF worth $660K as of Q3 2026.
  • Chapin Davis sold 75 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $7.4K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Chapin Davis's portfolio in Q3 2026, its #123 holding.
  • Chapin Davis first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 14 quarters since.
  • Chapin Davis's iShares Core MSCI EAFE ETF position peaked at $665K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.