Horizons Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Horizons Wealth Management’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	$32.1K	Buy	+331	New	+$32.7K	0.02%	111
2026 Q1	$29.1K	Hold	321	–	–	0.02%	115
2025 Q4	$28.7K	Hold	321	–	–	0.02%	118
2025 Q3	$28K	Hold	321	–	–	0.02%	122
2025 Q2	$26.8K	Hold	321	–	–	0.02%	120
2025 Q1	$24.3K	Hold	321	–	–	0.02%	120
2024 Q4	$22.6K	Hold	321	–	–	0.02%	117
2024 Q3	$25.1K	Hold	321	–	–	0.02%	120
2024 Q2	$23.7K	Hold	321	–	–	0.02%	120
2024 Q1	$22.6K	Hold	321	–	–	0.01%	116
2023 Q4	$22.6K	Hold	321	–	–	0.01%	116
2023 Q3	$20.7K	Hold	321	–	–	0.02%	120
2023 Q2	$21.7K	Buy	+321	New	+$21.8K	0.02%	132

Other funds holding IEFA

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Horizons Wealth Management's IEFA Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 331 shares worth $32.1K. The stake represents 0.02% of the portfolio and ranks #111 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in IEFA as recently as Q1 2026.

Horizons Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Horizons Wealth Management held 331 shares of iShares Core MSCI EAFE ETF worth $32.1K as of Q3 2026.
iShares Core MSCI EAFE ETF was a new Horizons Wealth Management position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Horizons Wealth Management's portfolio in Q3 2026, its #111 holding.
Horizons Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.