Firestone Capital Management
IEFA icon

Firestone Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Firestone Capital Management’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 		$2.6M Hold
26,864
– – 0.49% 41
2026
Q2 		$2.59M Sell
26,864
-192
-0.7% -$18.4K 0.48% 42
2026
Q1 		$2.45M Sell
27,056
-1,335
-5% -$125K 0.51% 41
2025
Q4 		$2.54M Buy
28,391
+794
+3% +$70.2K 0.54% 40
2025
Q3 		$2.41M Hold
27,597
– – 0.52% 40
2025
Q2 		$2.3M Buy
27,597
+899
+3% +$71.4K 0.54% 40
2025
Q1 		$2.02M Sell
26,698
-610
-2% -$45.6K 0.53% 38
2024
Q4 		$1.92M Buy
27,308
+1,560
+6% +$115K 0.48% 44
2024
Q3 		$2.01M Sell
25,748
-2,675
-9% -$200K 0.5% 41
2024
Q2 		$2.06M Buy
28,423
+4,561
+19% +$336K 0.56% 39
2024
Q1 		$1.77M Buy
23,862
+634
+3% +$45.1K 0.49% 41
2023
Q4 		$1.63M Sell
23,228
-2,198
-9% -$145K 0.5% 40
2023
Q3 		$1.64M Buy
25,426
+3
+0% +$201 0.56% 35
2023
Q2 		$1.75M Buy
25,423
+424
+2% +$28.8K 0.57% 35
2023
Q1 		$1.67M Hold
24,999
– – 0.6% 31
2022
Q4 		$1.54M Sell
24,999
-3,042
-11% -$179K 0.57% 31
2022
Q3 		$1.48M Sell
28,041
-1,928
-6% -$113K 0.6% 33
2022
Q2 		$1.76M Sell
29,969
-8,741
-23% -$561K 0.69% 29
2022
Q1 		$2.69M Buy
38,710
+2,341
+6% +$166K 0.88% 27
2021
Q4 		$2.72M Buy
36,369
+3,650
+11% +$274K 0.86% 28
2021
Q3 		$2.45M Hold
32,719
– – 0.81% 26
2021
Q2 		$2.45M Buy
32,719
+6,641
+25% +$501K 0.88% 25
2021
Q1 		$1.88M Buy
26,078
+3,320
+15% +$237K 0.67% 29
2020
Q4 		$1.57M Buy
22,758
+5,557
+32% +$359K 0.6% 30
2020
Q3 		$1.04M Sell
17,201
-280
-2% -$16.9K 0.46% 39
2020
Q2 		$999K Sell
17,481
-632
-3% -$34.2K 0.46% 40
2020
Q1 		$904K Sell
18,113
-5,490
-23% -$327K 0.47% 40
2019
Q4 		$1.54M Buy
+23,603
New +$1.5M 0.66% 31

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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

Firestone Capital Management's IEFA Position: Q3 2026 in Review

Firestone Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 26,864 shares worth $2.6M. The position accounts for 0.49% of the portfolio, ranked #41.

Firestone Capital Management first reported a position in IEFA in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.72M in Q4 2021. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Firestone Capital Management held 26,864 shares of iShares Core MSCI EAFE ETF worth $2.6M as of Q3 2026.
  • Firestone Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.49% of Firestone Capital Management's portfolio in Q3 2026, its #41 holding.
  • Firestone Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
  • Firestone Capital Management's iShares Core MSCI EAFE ETF position peaked at $2.72M in Q4 2021.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Firestone Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.