EntreWealth
IEFA icon

EntreWealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EntreWealth’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 		$204K Buy
+2,106
New +$208K 0.07% 150
2026
Q1 		– Sell
-5,836
Closed -$558K – 105
2025
Q4 		$558K Buy
+5,836
New +$516K 0.25% 64

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

EntreWealth's IEFA Position: Q3 2026 in Review

EntreWealth opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 2,106 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #150 among its holdings. This is a return to the name: EntreWealth previously reported a position in IEFA as recently as Q4 2025.

EntreWealth first reported a position in IEFA in Q4 2025 and has held it in 2 quarters since. The position peaked at $558K in Q4 2025. 1,186 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • EntreWealth held 2,106 shares of iShares Core MSCI EAFE ETF worth $204K as of Q3 2026.
  • iShares Core MSCI EAFE ETF was a new EntreWealth position in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.07% of EntreWealth's portfolio in Q3 2026, its #150 holding.
  • EntreWealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • EntreWealth's iShares Core MSCI EAFE ETF position peaked at $558K in Q4 2025.
  • 1,186 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.