FORM Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
Other funds holding IEFA
FORM Wealth Advisors's IEFA Position: Q3 2026 in Review
FORM Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q3 2026, buying an estimated $20M and bringing the position to 1,328,633 shares worth $129M. The position accounts for 14.37% of the portfolio, ranked #3.
FORM Wealth Advisors first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.
- FORM Wealth Advisors held 1,328,633 shares of iShares Core MSCI EAFE ETF worth $129M as of Q3 2026.
- FORM Wealth Advisors bought 202,978 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $20M.
- iShares Core MSCI EAFE ETF made up 14.37% of FORM Wealth Advisors's portfolio in Q3 2026, its #3 holding.
- FORM Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
- 1,181 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.
Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.