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DDFG Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DDFG Inc’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 		$478K Sell
4,929
-6
-0.1% -$592 0.09% 58
2026
Q2 		$477K Sell
4,935
-760
-13% -$73K 0.09% 62
2026
Q1 		$516K Buy
5,695
+55
+1% +$5.13K 0.11% 54
2025
Q4 		$505K Buy
5,640
+80
+1% +$7.07K 0.11% 53
2025
Q3 		$485K Buy
5,560
+107
+2% +$9.09K 0.11% 54
2025
Q2 		$455K Buy
5,453
+71
+1% +$5.64K 0.11% 53
2025
Q1 		$407K Sell
5,382
-345
-6% -$25.8K 0.11% 52
2024
Q4 		$402K Buy
5,727
+66
+1% +$4.87K 0.12% 53
2024
Q3 		$442K Sell
5,661
-305
-5% -$22.8K 0.13% 54
2024
Q2 		$433K Buy
5,966
+55
+0.9% +$4.05K 0.13% 52
2024
Q1 		$439K Buy
5,911
+190
+3% +$13.5K 0.14% 49
2023
Q4 		$402K Buy
5,721
+26
+0.5% +$1.71K 0.14% 51
2023
Q3 		$366K Buy
5,695
+1,097
+24% +$73.4K 0.14% 53
2023
Q2 		$310K Buy
4,598
+470
+11% +$31.9K 0.11% 56
2023
Q1 		$276K Sell
4,128
-429
-9% -$28.1K 0.11% 58
2022
Q4 		$281K Buy
+4,557
New +$268K 0.12% 54

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 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

DDFG Inc's IEFA Position: Q3 2026 in Review

DDFG Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.12% in Q3 2026, selling an estimated $592 and leaving 4,929 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #58.

DDFG Inc first reported a position in IEFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $516K in Q1 2026. 1,265 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • DDFG Inc held 4,929 shares of iShares Core MSCI EAFE ETF worth $478K as of Q3 2026.
  • DDFG Inc sold 6 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $592.
  • iShares Core MSCI EAFE ETF made up 0.09% of DDFG Inc's portfolio in Q3 2026, its #58 holding.
  • DDFG Inc first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's iShares Core MSCI EAFE ETF position peaked at $516K in Q1 2026.
  • 1,265 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.