Fairman Group
IEFA icon

Fairman Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fairman Group’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 		$496K Hold
5,119
– – 0.35% 38
2026
Q2 		$494K Sell
5,119
-285
-5% -$27.4K 0.39% 34
2026
Q1 		$489K Hold
5,404
– – 0.42% 31
2025
Q4 		$483K Buy
5,404
+102
+2% +$9.02K 0.39% 31
2025
Q3 		$463K Hold
5,302
– – 0.37% 34
2025
Q2 		$443K Sell
5,302
-569
-10% -$45.2K 0.36% 34
2025
Q1 		$413K Hold
5,871
– – 0.38% 35
2024
Q4 		$413K Buy
5,871
+4,318
+278% +$319K 0.34% 35
2024
Q3 		$121K Hold
1,553
– – 0.11% 74
2024
Q2 		$113K Buy
1,553
+721
+87% +$53.1K 0.11% 77
2024
Q1 		$61.8K Hold
832
– – 0.06% 87
2023
Q4 		$58.6K Buy
+832
New +$54.8K 0.06% 95

Other funds holding IEFA

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fairman Group's IEFA Position: Q3 2026 in Review

Fairman Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 5,119 shares worth $496K. The position accounts for 0.35% of the portfolio, ranked #38.

Fairman Group first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. 1,435 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Fairman Group held 5,119 shares of iShares Core MSCI EAFE ETF worth $496K as of Q3 2026.
  • Fairman Group left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.35% of Fairman Group's portfolio in Q3 2026, its #38 holding.
  • Fairman Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,435 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.