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Graves Light Lenhart Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Graves Light Lenhart Wealth’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 		$101M Buy
1,045,399
+32,021
+3% +$3.16M 9.48% 2
2026
Q2 		$97.9M Buy
1,013,378
+55,117
+6% +$5.29M 9.13% 2
2026
Q1 		$86.8M Buy
958,261
+27,359
+3% +$2.55M 9.03% 2
2025
Q4 		$83.3M Buy
930,902
+36,025
+4% +$3.19M 8.83% 2
2025
Q3 		$78.1M Buy
894,877
+27,867
+3% +$2.37M 8.67% 2
2025
Q2 		$72.4M Buy
867,010
+23,260
+3% +$1.85M 8.61% 2
2025
Q1 		$63.8M Buy
843,750
+27,923
+3% +$2.09M 7.83% 2
2024
Q4 		$57.3M Buy
815,827
+20,012
+3% +$1.48M 7.13% 2
2024
Q3 		$62.1M Sell
795,815
-44,708
-5% -$3.35M 7.64% 2
2024
Q2 		$61.1M Buy
840,523
+30,657
+4% +$2.26M 6.99% 2
2024
Q1 		$60.1M Buy
809,866
+157,238
+24% +$11.2M 6.96% 2
2023
Q4 		$45.9M Buy
652,628
+22,557
+4% +$1.49M 5.7% 2
2023
Q3 		$40.3M Buy
630,071
+34,245
+6% +$2.29M 5.47% 2
2023
Q2 		$40.2M Buy
595,826
+25,524
+4% +$1.73M 5.43% 2
2023
Q1 		$38.1M Buy
570,302
+77,977
+16% +$5.11M 5.9% 2
2022
Q4 		$30.3M Buy
492,325
+155,284
+46% +$9.14M 4.67% 2
2022
Q3 		$17.8M Buy
337,041
+88,701
+36% +$5.22M 2.96% 11
2022
Q2 		$14.6M Buy
248,340
+23,292
+10% +$1.49M 2.23% 14
2022
Q1 		$15.6M Buy
225,048
+82,009
+57% +$5.8M 2.18% 13
2021
Q4 		$10.7M Buy
143,039
+19,361
+16% +$1.46M 1.52% 21
2021
Q3 		$9.18M Buy
123,678
+31,440
+34% +$2.39M 1.45% 20
2021
Q2 		$6.91M Buy
92,238
+15,928
+21% +$1.2M 1.11% 26
2021
Q1 		$5.5M Buy
76,310
+14,345
+23% +$1.03M 0.94% 31
2020
Q4 		$4.28M Buy
61,965
+17,624
+40% +$1.14M 0.8% 37
2020
Q3 		$2.67M Buy
44,341
+4,403
+11% +$266K 0.59% 44
2020
Q2 		$2.28M Buy
+39,938
New +$2.16M 0.54% 48
2020
Q1 		– Sell
-3,795
Closed -$248K – 164
2019
Q4 		$248K Hold
3,795
– – 0.05% 148
2019
Q3 		$240K Buy
+3,795
New +$229K 0.05% 152

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return

Graves Light Lenhart Wealth's IEFA Position: Q3 2026 in Review

Graves Light Lenhart Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q3 2026, buying an estimated $3.16M and bringing the position to 1,045,399 shares worth $101M. The position accounts for 9.48% of the portfolio, ranked #2.

Graves Light Lenhart Wealth first reported a position in IEFA in Q3 2019 and has held it in 28 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Graves Light Lenhart Wealth held 1,045,399 shares of iShares Core MSCI EAFE ETF worth $101M as of Q3 2026.
  • Graves Light Lenhart Wealth bought 32,021 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $3.16M.
  • iShares Core MSCI EAFE ETF made up 9.48% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #2 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.