Holcombe Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Holcombe Financial’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	$391K	Hold	4,033	–	–	0.22%	40
2026 Q2	$390K	Sell	4,033 -289	-7%	-$27.8K	0.22%	41
2026 Q1	$391K	Buy	4,322 +289	+7%	+$27K	0.23%	39
2025 Q4	$361K	Hold	4,033	–	–	0.23%	39
2025 Q3	$352K	Hold	4,033	–	–	0.25%	32
2025 Q2	$337K	Hold	4,033	–	–	0.25%	29
2025 Q1	$305K	Hold	4,033	–	–	0.25%	30
2024 Q4	$283K	Buy	+4,033	New	+$298K	0.23%	28

Other funds holding IEFA

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Holcombe Financial's IEFA Position: Q3 2026 in Review

Holcombe Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 4,033 shares worth $391K. The position accounts for 0.22% of the portfolio, ranked #40.

Holcombe Financial first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $391K in Q1 2026. 1,485 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Holcombe Financial held 4,033 shares of iShares Core MSCI EAFE ETF worth $391K as of Q3 2026.
Holcombe Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.22% of Holcombe Financial's portfolio in Q3 2026, its #40 holding.
Holcombe Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's iShares Core MSCI EAFE ETF position peaked at $391K in Q1 2026.
1,485 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.