Evermay Wealth Management
IEFA icon

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

Evermay 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 		$783K Buy
8,086
+459
+6% +$45.3K 0.08% 100
2026
Q2 		$737K Buy
7,627
+5,317
+230% +$511K 0.08% 105
2026
Q1 		$209K Sell
2,310
-156
-6% -$14.6K 0.02% 191
2025
Q4 		$221K Hold
2,466
– – 0.02% 184
2025
Q3 		$215K Hold
2,466
– – 0.02% 189
2025
Q2 		$206K Buy
2,466
+198
+9% +$15.7K 0.03% 194
2025
Q1 		$172K Sell
2,268
-117
-5% -$8.75K 0.02% 203
2024
Q4 		$168K Buy
2,385
+217
+10% +$16K 0.03% 210
2024
Q3 		$169K Hold
2,168
– – 0.03% 211
2024
Q2 		$157K Buy
2,168
+423
+24% +$31.1K 0.03% 212
2024
Q1 		$130K Sell
1,745
-34
-2% -$2.42K 0.02% 246
2023
Q4 		$125K Buy
1,779
+116
+7% +$7.65K 0.02% 223
2023
Q3 		$107K Hold
1,663
– – 0.02% 230
2023
Q2 		$112K Hold
1,663
– – 0.02% 229
2023
Q1 		$111K Buy
1,663
+10
+0.6% +$656 0.02% 227
2022
Q4 		$102K Buy
1,653
+803
+94% +$47.3K 0.02% 227
2022
Q3 		$45K Buy
+850
New +$50K 0.01% 292

Other funds holding IEFA

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 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

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

Evermay Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q3 2026, buying an estimated $45.3K and bringing the position to 8,086 shares worth $783K. The position accounts for 0.08% of the portfolio, ranked #100.

Evermay Wealth Management first reported a position in IEFA in Q3 2022 and has held it in 17 quarters since. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Evermay Wealth Management held 8,086 shares of iShares Core MSCI EAFE ETF worth $783K as of Q3 2026.
  • Evermay Wealth Management bought 459 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $45.3K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Evermay Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Evermay Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 17 quarters since.
  • 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.