DKM Wealth Management
IEFA icon

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

DKM 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 		$322K Hold
3,326
– – 0.2% 43
2026
Q2 		$321K Hold
3,326
– – 0.21% 46
2026
Q1 		$301K Hold
3,326
– – 0.22% 44
2025
Q4 		$298K Hold
3,326
– – 0.22% 45
2025
Q3 		$290K Hold
3,326
– – 0.23% 42
2025
Q2 		$278K Hold
3,326
– – 0.24% 40
2025
Q1 		$252K Hold
3,326
– – 0.24% 40
2024
Q4 		$234K Buy
+3,326
New +$245K 0.22% 41

Other funds holding IEFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

DKM Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 3,326 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #43.

DKM Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • DKM Wealth Management held 3,326 shares of iShares Core MSCI EAFE ETF worth $322K as of Q3 2026.
  • DKM Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.2% of DKM Wealth Management's portfolio in Q3 2026, its #43 holding.
  • DKM Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.