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

DecisionPoint Financial’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	$165K	Sell	1,715 -22	-1%	-$2.17K	0.03%	81
2026 Q2	$167K	Buy	1,737 +291	+20%	+$28K	0.03%	60
2026 Q1	$131K	Sell	1,446 -142	-9%	-$13.3K	0.03%	60
2025 Q4	$142K	Buy	1,588 +1,460	+1,141%	+$129K	0.03%	58
2025 Q3	$11.3K	Hold	128	–	–	﹤0.01%	135
2025 Q2	$10.7K	Hold	128	–	–	﹤0.01%	143
2025 Q1	$9.7K	Hold	128	–	–	﹤0.01%	159
2024 Q4	$9K	Hold	128	–	–	﹤0.01%	168
2024 Q3	$10K	Hold	128	–	–	﹤0.01%	159
2024 Q2	$9.6K	Hold	128	–	–	﹤0.01%	157
2024 Q1	$9.26K	Buy	128 +52	+68%	+$3.7K	﹤0.01%	164
2023 Q4	$5.35K	Hold	76	–	–	﹤0.01%	148
2023 Q3	$4.89K	Hold	76	–	–	﹤0.01%	158
2023 Q2	$5.13K	Buy	+76	New	+$5.15K	﹤0.01%	137
2023 Q1	–	Sell	-5	Closed	-$309	–	208
2022 Q4	$309	Buy	+5	New	+$294	﹤0.01%	171

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

DecisionPoint Financial's IEFA Position: Q3 2026 in Review

DecisionPoint Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q3 2026, selling an estimated $2.17K and leaving 1,715 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #81.

DecisionPoint Financial first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $167K in Q2 2026. 1,009 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

DecisionPoint Financial held 1,715 shares of iShares Core MSCI EAFE ETF worth $165K as of Q3 2026.
DecisionPoint Financial sold 22 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.17K.
iShares Core MSCI EAFE ETF made up 0.03% of DecisionPoint Financial's portfolio in Q3 2026, its #81 holding.
DecisionPoint Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's iShares Core MSCI EAFE ETF position peaked at $167K in Q2 2026.
1,009 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.