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

Enzi Wealth’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	$493K	Sell	5,100 -94	-2%	-$9.28K	0.15%	49
2026 Q2	$503K	Sell	5,194 -52	-1%	-$5K	0.16%	45
2026 Q1	$475K	Sell	5,246 -667	-11%	-$62.3K	0.16%	42
2025 Q4	$547K	Sell	5,913 -260	-4%	-$23K	0.19%	41
2025 Q3	$543K	Hold	6,173	–	–	0.19%	38
2025 Q2	$513K	Hold	6,173	–	–	0.19%	40
2025 Q1	$480K	Hold	6,173	–	–	0.19%	38
2024 Q4	$448K	Sell	6,173 -1,427	-19%	-$105K	0.17%	41
2024 Q3	$584K	Hold	7,600	–	–	0.23%	31
2024 Q2	$564K	Sell	7,600 -70	-0.9%	-$5.15K	0.25%	31
2024 Q1	$549K	Hold	7,670	–	–	0.26%	27
2023 Q4	$530K	Sell	7,670 -1,952	-20%	-$129K	0.25%	30
2023 Q3	$613K	Sell	9,622 -3,942	-29%	-$264K	0.33%	23
2023 Q2	$941K	Sell	13,564 -5,730	-30%	-$389K	0.48%	21
2023 Q1	$1.32M	Sell	19,294 -9,840	-34%	-$645K	0.68%	20
2022 Q4	$1.95M	Sell	29,134 -4,087	-12%	-$241K	0.93%	19
2022 Q3	$2.04M	Buy	+33,221	New	+$1.95M	1%	20

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Enzi Wealth's IEFA Position: Q3 2026 in Review

Enzi Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q3 2026, selling an estimated $9.28K and leaving 5,100 shares worth $493K. The position accounts for 0.15% of the portfolio, ranked #49.

Enzi Wealth first reported a position in IEFA in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.04M in Q3 2022. 1,009 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Enzi Wealth held 5,100 shares of iShares Core MSCI EAFE ETF worth $493K as of Q3 2026.
Enzi Wealth sold 94 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $9.28K.
iShares Core MSCI EAFE ETF made up 0.15% of Enzi Wealth's portfolio in Q3 2026, its #49 holding.
Enzi Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 17 quarters since.
Enzi Wealth's iShares Core MSCI EAFE ETF position peaked at $2.04M in Q3 2022.
1,009 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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