Farnam Financial
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Farnam Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Farnam Financial’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 		$304K Buy
+3,149
New +$311K 0.22% 49
2026
Q2 		– Sell
-3,115
Closed -$282K – 55
2026
Q1 		$282K Hold
3,115
– – 0.23% 46
2025
Q4 		$279K Buy
3,115
+212
+7% +$18.7K 0.21% 48
2025
Q3 		$253K Buy
2,903
+305
+12% +$25.9K 0.2% 49
2025
Q2 		$217K Buy
+2,598
New +$206K 0.2% 48

Other funds holding IEFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Farnam Financial's IEFA Position: Q3 2026 in Review

Farnam Financial opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 3,149 shares worth $304K. The stake represents 0.22% of the portfolio and ranks #49 among its holdings. This is a return to the name: Farnam Financial previously reported a position in IEFA as recently as Q1 2026.

Farnam Financial first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Farnam Financial held 3,149 shares of iShares Core MSCI EAFE ETF worth $304K as of Q3 2026.
  • iShares Core MSCI EAFE ETF was a new Farnam Financial position in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.22% of Farnam Financial's portfolio in Q3 2026, its #49 holding.
  • Farnam Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.