Holos Integrated Wealth
IEFA icon

Holos Integrated Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Holos Integrated 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 		$146K Buy
1,520
+226
+17% +$22.3K 0.07% 104
2026
Q2 		$126K Hold
1,294
– – 0.06% 110
2026
Q1 		$119K Hold
1,294
– – 0.06% 113
2025
Q4 		$117K Buy
1,294
+212
+20% +$18.7K 0.07% 88
2025
Q3 		$93.1K Hold
1,082
– – 0.05% 89
2025
Q2 		$91.5K Sell
1,082
-212
-16% -$16.8K 0.06% 89
2025
Q1 		$97.9K Hold
1,294
– – 0.06% 85
2024
Q4 		$90.9K Buy
+1,294
New +$95.5K 0.06% 85

Other funds holding IEFA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Holos Integrated Wealth's IEFA Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q3 2026, buying an estimated $22.3K and bringing the position to 1,520 shares worth $146K. The position accounts for 0.07% of the portfolio, ranked #104.

Holos Integrated Wealth first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. 867 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Holos Integrated Wealth held 1,520 shares of iShares Core MSCI EAFE ETF worth $146K as of Q3 2026.
  • Holos Integrated Wealth bought 226 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $22.3K.
  • iShares Core MSCI EAFE ETF made up 0.07% of Holos Integrated Wealth's portfolio in Q3 2026, its #104 holding.
  • Holos Integrated Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.