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

Financial Management Network’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 		$243K Buy
2,500
+2
+0.1% +$197 0.03% 186
2026
Q2 		$240K Buy
2,498
+120
+5% +$11.5K 0.03% 192
2026
Q1 		$226K Buy
+2,378
New +$222K 0.03% 180

Other funds holding IEFA

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

Financial Management Network's IEFA Position: Q3 2026 in Review

Financial Management Network increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.08% in Q3 2026, buying an estimated $197 and bringing the position to 2,500 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #186.

Financial Management Network first reported a position in IEFA in Q1 2026 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Financial Management Network held 2,500 shares of iShares Core MSCI EAFE ETF worth $243K as of Q3 2026.
  • Financial Management Network bought 2 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $197.
  • iShares Core MSCI EAFE ETF made up 0.03% of Financial Management Network's portfolio in Q3 2026, its #186 holding.
  • Financial Management Network first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.