FA
IEFA icon

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

FAI 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 		$924K Buy
9,542
+163
+2% +$16.1K 0.36% 50
2026
Q2 		$906K Buy
9,379
+152
+2% +$14.6K 0.36% 59
2026
Q1 		$835K Sell
9,227
-30,923
-77% -$2.89M 0.37% 56
2025
Q4 		$3.59M Buy
40,150
+5,501
+16% +$486K 1.59% 16
2025
Q3 		$3.03M Buy
34,649
+1,248
+4% +$106K 1.37% 16
2025
Q2 		$2.79M Buy
33,401
+774
+2% +$61.4K 1.37% 20
2025
Q1 		$2.47M Buy
32,627
+9,567
+41% +$715K 1.31% 17
2024
Q4 		$1.62M Buy
+23,060
New +$1.7M 0.73% 32

Other funds holding IEFA

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

FAI Advisors's IEFA Position: Q3 2026 in Review

FAI Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q3 2026, buying an estimated $16.1K and bringing the position to 9,542 shares worth $924K. The position accounts for 0.36% of the portfolio, ranked #50.

FAI Advisors first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.59M in Q4 2025. 1,145 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • FAI Advisors held 9,542 shares of iShares Core MSCI EAFE ETF worth $924K as of Q3 2026.
  • FAI Advisors bought 163 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $16.1K.
  • iShares Core MSCI EAFE ETF made up 0.36% of FAI Advisors's portfolio in Q3 2026, its #50 holding.
  • FAI Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • FAI Advisors's iShares Core MSCI EAFE ETF position peaked at $3.59M in Q4 2025.
  • 1,145 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.