Flagship Wealth Advisors
IEFA icon

Flagship Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Flagship Wealth Advisors’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 		$64.3K Hold
664
– – 0.01% 241
2026
Q2 		$64.1K Buy
664
+556
+515% +$53.4K 0.01% 249
2026
Q1 		$9.02K Buy
+108
New +$10.1K ﹤0.01% 291
2025
Q4 		– Sell
-108
Closed -$9.43K – 409
2025
Q3 		$9.43K Hold
108
– – ﹤0.01% 335
2025
Q2 		$9.02K Hold
108
– – ﹤0.01% 306
2025
Q1 		$8.17K Sell
108
-566
-84% -$42.3K ﹤0.01% 308
2024
Q4 		$47.4K Buy
+674
New +$49.7K 0.03% 196

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

Flagship Wealth Advisors's IEFA Position: Q3 2026 in Review

Flagship Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 664 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #241.

Flagship Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Flagship Wealth Advisors held 664 shares of iShares Core MSCI EAFE ETF worth $64.3K as of Q3 2026.
  • Flagship Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q3 2026, its #241 holding.
  • Flagship Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.