Foguth Wealth Management
IEFA icon

Foguth Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Foguth Wealth 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 		$498K Buy
5,162
+637
+14% +$62.9K 0.05% 136
2026
Q2 		$432K Buy
4,525
+1,606
+55% +$154K 0.05% 135
2026
Q1 		$286K Buy
2,919
+588
+25% +$54.9K 0.03% 170
2025
Q4 		$211K Buy
+2,331
New +$206K 0.03% 163

Other funds holding IEFA

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foguth Wealth Management's IEFA Position: Q3 2026 in Review

Foguth Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q3 2026, buying an estimated $62.9K and bringing the position to 5,162 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #136.

Foguth Wealth Management first reported a position in IEFA in Q4 2025 and has held it in 4 quarters since. 1,763 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Foguth Wealth Management held 5,162 shares of iShares Core MSCI EAFE ETF worth $498K as of Q3 2026.
  • Foguth Wealth Management bought 637 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $62.9K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Foguth Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Foguth Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.