Chatterton & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chatterton & Associates’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	$680K	Buy	+7,023	New	+$693K	0.31%	51

Other funds holding IEFA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Chatterton & Associates's IEFA Position: Q3 2026 in Review

Chatterton & Associates opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 7,023 shares worth $680K. The stake represents 0.31% of the portfolio and ranks #51 among its holdings.

2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Chatterton & Associates held 7,023 shares of iShares Core MSCI EAFE ETF worth $680K as of Q3 2026.
iShares Core MSCI EAFE ETF was a new Chatterton & Associates position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.31% of Chatterton & Associates's portfolio in Q3 2026, its #51 holding.
2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.