DiNuzzo Private Wealth
IEFA icon

DiNuzzo Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DiNuzzo Private Wealth’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 		$14.6K Buy
+151
New +$14.9K ﹤0.01% 241
2024
Q4 		– Sell
-1,235
Closed -$96.4K – 1437
2024
Q3 		$96.4K Hold
1,235
– – 0.01% 106
2024
Q2 		$89.7K Hold
1,235
– – 0.01% 76
2024
Q1 		$91.7K Hold
1,235
– – 0.01% 71
2023
Q4 		$86.9K Buy
+1,235
New +$81.4K 0.01% 69

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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
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

DiNuzzo Private Wealth's IEFA Position: Q3 2026 in Review

DiNuzzo Private Wealth opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 151 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #241 among its holdings. This is a return to the name: DiNuzzo Private Wealth previously reported a position in IEFA as recently as Q3 2024.

DiNuzzo Private Wealth first reported a position in IEFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $96.4K in Q3 2024. 1,088 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • DiNuzzo Private Wealth held 151 shares of iShares Core MSCI EAFE ETF worth $14.6K as of Q3 2026.
  • iShares Core MSCI EAFE ETF was a new DiNuzzo Private Wealth position in Q3 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #241 holding.
  • DiNuzzo Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • DiNuzzo Private Wealth's iShares Core MSCI EAFE ETF position peaked at $96.4K in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.