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Global Wealth Strategies & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Global Wealth Strategies & Associates’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 		$49.8M Buy
514,121
+10,301
+2% +$1.02M 9.13% 2
2026
Q2 		$48.7M Buy
503,820
+17,034
+3% +$1.64M 9.22% 2
2026
Q1 		$44.1M Sell
486,786
-2,266
-0.5% -$211K 10.83% 2
2025
Q4 		$43.8M Buy
489,052
+18,067
+4% +$1.6M 10.91% 2
2025
Q3 		$41.1M Buy
470,985
+14,450
+3% +$1.23M 10.57% 2
2025
Q2 		$38.1M Sell
456,535
-9,165
-2% -$727K 10.91% 2
2025
Q1 		$35.2M Buy
465,700
+29,331
+7% +$2.19M 10.68% 2
2024
Q4 		$30.7M Buy
436,369
+18,649
+4% +$1.38M 9.59% 2
2024
Q3 		$32.6M Buy
417,720
+13,464
+3% +$1.01M 10.71% 2
2024
Q2 		$29.4M Sell
404,256
-1,914
-0.5% -$141K 10.54% 2
2024
Q1 		$30.1M Sell
406,170
-78,890
-16% -$5.62M 11.34% 2
2023
Q4 		$34.1M Buy
485,060
+172,988
+55% +$11.4M 14.21% 2
2023
Q3 		$20.1M Buy
312,072
+19,086
+7% +$1.28M 9.38% 2
2023
Q2 		$19.8M Buy
292,986
+15,127
+5% +$1.03M 9.28% 2
2023
Q1 		$18.6M Sell
277,859
-4,695
-2% -$308K 9.59% 2
2022
Q4 		$17.4M Buy
+282,554
New +$16.6M 10.11% 2

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Global Wealth Strategies & Associates's IEFA Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q3 2026, buying an estimated $1.02M and bringing the position to 514,121 shares worth $49.8M. The position accounts for 9.13% of the portfolio, ranked #2.

Global Wealth Strategies & Associates first reported a position in IEFA in Q4 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Global Wealth Strategies & Associates held 514,121 shares of iShares Core MSCI EAFE ETF worth $49.8M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 10,301 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.02M.
  • iShares Core MSCI EAFE ETF made up 9.13% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #2 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.