FC Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

FC Advisory’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	$474K	Sell	4,889 -140	-3%	-$13.8K	0.12%	82
2026 Q2	$486K	Buy	5,029 +605	+14%	+$58.1K	0.13%	80
2026 Q1	$401K	Buy	4,424 +314	+8%	+$29.3K	0.12%	85
2025 Q4	$368K	Buy	4,110 +22	+0.5%	+$1.95K	0.11%	89
2025 Q3	$357K	Sell	4,088 -157	-4%	-$13.3K	0.1%	91
2025 Q2	$354K	Buy	+4,245	New	+$337K	0.11%	90
2022 Q2	–	Sell	-3,182	Closed	-$221K	–	85
2022 Q1	$221K	Buy	+3,182	New	+$225K	0.1%	74

Other funds holding IEFA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FC Advisory's IEFA Position: Q3 2026 in Review

FC Advisory reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q3 2026, selling an estimated $13.8K and leaving 4,889 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #82.

FC Advisory first reported a position in IEFA in Q1 2022 and has held it in 7 quarters since. The position peaked at $486K in Q2 2026. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

FC Advisory held 4,889 shares of iShares Core MSCI EAFE ETF worth $474K as of Q3 2026.
FC Advisory sold 140 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $13.8K.
iShares Core MSCI EAFE ETF made up 0.12% of FC Advisory's portfolio in Q3 2026, its #82 holding.
FC Advisory first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 7 quarters since.
FC Advisory's iShares Core MSCI EAFE ETF position peaked at $486K in Q2 2026.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.