Emerald Advisors
IEFA icon

Emerald Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Emerald Advisors’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 		$2.82M Sell
29,099
-1,899
-6% -$187K 0.36% 19
2026
Q2 		$2.99M Sell
30,998
-10,834
-26% -$1.04M 0.38% 19
2026
Q1 		$3.79M Sell
41,832
-27,258
-39% -$2.54M 0.47% 13
2025
Q4 		$6.18M Sell
69,090
-31,881
-32% -$2.82M 0.84% 9
2025
Q3 		$8.82M Buy
100,971
+5,731
+6% +$487K 1.17% 6
2025
Q2 		$7.95M Sell
95,240
-4,941
-5% -$392K 1.02% 6
2025
Q1 		$7.58M Buy
100,181
+4,770
+5% +$357K 1.01% 5
2024
Q4 		$6.71M Buy
95,411
+4,679
+5% +$345K 0.92% 6
2024
Q3 		$6.93M Buy
90,732
+3,972
+5% +$297K 1% 5
2024
Q2 		$6.3M Buy
86,760
+4,444
+5% +$327K 0.96% 5
2024
Q1 		$6.11M Buy
82,316
+6,414
+8% +$457K 1.09% 5
2023
Q4 		$5.34M Buy
75,902
+3,213
+4% +$212K 1.02% 7
2023
Q3 		$4.68M Buy
72,689
+2,745
+4% +$184K 1.09% 7
2023
Q2 		$4.72M Buy
69,944
+4,693
+7% +$318K 1.13% 7
2023
Q1 		$4.36M Sell
65,251
-169
-0.3% -$11.1K 1.12% 7
2022
Q4 		$4.03M Sell
65,420
-4,419
-6% -$260K 1.12% 6
2022
Q3 		$3.68M Buy
69,839
+3,456
+5% +$203K 1.07% 5
2022
Q2 		$3.91M Buy
66,383
+17,979
+37% +$1.15M 1.09% 5
2022
Q1 		$3.36M Buy
48,404
+1,402
+3% +$99.2K 0.79% 10
2021
Q4 		$3.51M Buy
47,002
+2,395
+5% +$180K 0.85% 8
2021
Q3 		$3.31M Buy
44,607
+3,032
+7% +$231K 0.94% 8
2021
Q2 		$3.11M Buy
41,575
+5,358
+15% +$405K 0.97% 8
2021
Q1 		$2.61M Buy
36,217
+2,537
+8% +$181K 0.94% 9
2020
Q4 		$2.33M Buy
+33,680
New +$2.18M 0.8% 12
2020
Q1 		– Sell
-9,083
Closed -$580K – 86
2019
Q4 		$580K Buy
+9,083
New +$576K 0.55% 28

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Stairway Partners
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Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Emerald Advisors's IEFA Position: Q3 2026 in Review

Emerald Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.1% in Q3 2026, selling an estimated $187K and leaving 29,099 shares worth $2.82M. The position accounts for 0.36% of the portfolio, ranked #19.

Emerald Advisors first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.82M in Q3 2025. 551 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Emerald Advisors held 29,099 shares of iShares Core MSCI EAFE ETF worth $2.82M as of Q3 2026.
  • Emerald Advisors sold 1,899 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $187K.
  • iShares Core MSCI EAFE ETF made up 0.36% of Emerald Advisors's portfolio in Q3 2026, its #19 holding.
  • Emerald Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • Emerald Advisors's iShares Core MSCI EAFE ETF position peaked at $8.82M in Q3 2025.
  • 551 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.