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Defined Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Defined Wealth Management’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 		$1.72M Buy
17,781
+11
+0.1% +$1.09K 0.88% 31
2026
Q2 		$1.72M Sell
17,770
-97,813
-85% -$9.4M 0.88% 31
2026
Q1 		$10.5M Buy
115,583
+876
+0.8% +$81.8K 6.13% 1
2025
Q4 		$10.3M Sell
114,707
-591
-0.5% -$52.3K 5.92% 1
2025
Q3 		$10.1M Buy
115,298
+35
+0% +$2.97K 5.84% 1
2025
Q2 		$9.6M Buy
115,263
+90
+0.1% +$7.14K 5.95% 1
2025
Q1 		$8.71M Buy
115,173
+26,900
+30% +$2.01M 5.86% 1
2024
Q4 		$6.2M Buy
88,273
+35
+0% +$2.58K 4.11% 3
2024
Q3 		$6.89M Buy
88,238
+1,453
+2% +$109K 4.47% 3
2024
Q2 		$6.3M Sell
86,785
-16,251
-16% -$1.2M 4.38% 3
2024
Q1 		$7.65M Sell
103,036
-222
-0.2% -$15.8K 5.49% 2
2023
Q4 		$7.26M Buy
103,258
+2,794
+3% +$184K 5.56% 2
2023
Q3 		$6.46M Buy
100,464
+3,666
+4% +$245K 5.51% 1
2023
Q2 		$6.53M Sell
96,798
-320
-0.3% -$21.7K 5.51% 1
2023
Q1 		$6.49M Buy
97,118
+23,832
+33% +$1.56M 6.06% 1
2022
Q4 		$4.52M Buy
73,286
+10,131
+16% +$596K 4.24% 3
2022
Q3 		$3.33M Sell
63,155
-38,712
-38% -$2.28M 3.62% 6
2022
Q2 		$6M Buy
101,867
+42,832
+73% +$2.75M 6.14% 3
2022
Q1 		$4.1M Buy
59,035
+26,686
+82% +$1.89M 3.61% 7
2021
Q4 		$2.42M Sell
32,349
-3,625
-10% -$272K 1.97% 15
2021
Q3 		$2.67M Sell
35,974
-25,064
-41% -$1.91M 2.37% 11
2021
Q2 		$4.57M Buy
61,038
+8,348
+16% +$630K 4.06% 5
2021
Q1 		$3.8M Buy
52,690
+21,581
+69% +$1.54M 3.6% 6
2020
Q4 		$2.15M Buy
+31,109
New +$2.01M 2.12% 11

Other funds holding IEFA

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
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Defined Wealth Management's IEFA Position: Q3 2026 in Review

Defined Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.06% in Q3 2026, buying an estimated $1.09K and bringing the position to 17,781 shares worth $1.72M. The position accounts for 0.88% of the portfolio, ranked #31.

Defined Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.5M in Q1 2026. 589 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Defined Wealth Management held 17,781 shares of iShares Core MSCI EAFE ETF worth $1.72M as of Q3 2026.
  • Defined Wealth Management bought 11 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.09K.
  • iShares Core MSCI EAFE ETF made up 0.88% of Defined Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Defined Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's iShares Core MSCI EAFE ETF position peaked at $10.5M in Q1 2026.
  • 589 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.