EdgeRock Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EdgeRock Capital’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	$236K	Buy	+2,437	New	+$241K	0.05%	142

Other funds holding IEFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

EdgeRock Capital's IEFA Position: Q3 2026 in Review

EdgeRock Capital opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 2,437 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings.

1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

EdgeRock Capital held 2,437 shares of iShares Core MSCI EAFE ETF worth $236K as of Q3 2026.
iShares Core MSCI EAFE ETF was a new EdgeRock Capital position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.05% of EdgeRock Capital's portfolio in Q3 2026, its #142 holding.
1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on EdgeRock Capital's 13F filing for Q3 2026, filed 3 Nov 2026.