Diversified Enterprises
IEFA icon

Diversified Enterprises’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Diversified Enterprises’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 		$5.03M Buy
51,912
+3,966
+8% +$392K 0.23% 46
2026
Q2 		$4.63M Buy
47,946
+100
+0.2% +$9.6K 0.22% 45
2026
Q1 		$4.33M Buy
47,846
+2,801
+6% +$261K 0.24% 44
2025
Q4 		$4.03M Buy
45,045
+8,104
+22% +$717K 0.24% 46
2025
Q3 		$3.23M Sell
36,941
-53
-0.1% -$4.5K 0.22% 46
2025
Q2 		$3.09M Buy
36,994
+578
+2% +$45.9K 0.23% 46
2025
Q1 		$2.75M Buy
36,416
+18,319
+101% +$1.37M 0.23% 48
2024
Q4 		$1.27M Buy
18,097
+304
+2% +$22.4K 0.12% 65
2024
Q3 		$1.39M Buy
+17,793
New +$1.33M 0.15% 59

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

Diversified Enterprises's IEFA Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.3% in Q3 2026, buying an estimated $392K and bringing the position to 51,912 shares worth $5.03M. The position accounts for 0.23% of the portfolio, ranked #46.

Diversified Enterprises first reported a position in IEFA in Q3 2024 and has held it in 9 quarters since. 1,186 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Diversified Enterprises held 51,912 shares of iShares Core MSCI EAFE ETF worth $5.03M as of Q3 2026.
  • Diversified Enterprises bought 3,966 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $392K.
  • iShares Core MSCI EAFE ETF made up 0.23% of Diversified Enterprises's portfolio in Q3 2026, its #46 holding.
  • Diversified Enterprises first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,186 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.