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

Clune & 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 		$205K Hold
2,116
– – 0.03% 159
2026
Q2 		$204K Sell
2,116
-184
-8% -$17.7K 0.03% 168
2026
Q1 		$208K Sell
2,300
-152
-6% -$14.2K 0.04% 158
2025
Q4 		$219K Buy
+2,452
New +$217K 0.05% 155

Other funds holding IEFA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

Clune & Associates held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 2,116 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #159.

Clune & Associates first reported a position in IEFA in Q4 2025 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 867 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Clune & Associates held 2,116 shares of iShares Core MSCI EAFE ETF worth $205K as of Q3 2026.
  • Clune & Associates left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.03% of Clune & Associates's portfolio in Q3 2026, its #159 holding.
  • Clune & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • Clune & Associates's iShares Core MSCI EAFE ETF position peaked at $219K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.