Innovative Wealth Building’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Innovative Wealth Building’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	$1.49M	Sell	15,336 -3,552	-19%	-$351K	0.82%	24
2026 Q2	$1.82M	Buy	18,888 +678	+4%	+$65.1K	1.06%	18
2026 Q1	$1.65M	Buy	18,210 +373	+2%	+$34.8K	1.16%	16
2025 Q4	$1.6M	Sell	17,837 -7	-0%	-$619	1.16%	16
2025 Q3	$1.56M	Sell	17,844 -1,212	-6%	-$103K	1.21%	16
2025 Q2	$1.59M	Sell	19,056 -6,951	-27%	-$552K	1.32%	16
2025 Q1	$1.97M	Sell	26,007 -2,652	-9%	-$198K	1.81%	15
2024 Q4	$2.01M	Buy	+28,659	New	+$2.11M	1.82%	14

Other funds holding IEFA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Innovative Wealth Building's IEFA Position: Q3 2026 in Review

Innovative Wealth Building reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q3 2026, selling an estimated $351K and leaving 15,336 shares worth $1.49M. The position accounts for 0.82% of the portfolio, ranked #24.

Innovative Wealth Building first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q4 2024. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Innovative Wealth Building held 15,336 shares of iShares Core MSCI EAFE ETF worth $1.49M as of Q3 2026.
Innovative Wealth Building sold 3,552 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $351K.
iShares Core MSCI EAFE ETF made up 0.82% of Innovative Wealth Building's portfolio in Q3 2026, its #24 holding.
Innovative Wealth Building first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's iShares Core MSCI EAFE ETF position peaked at $2.01M in Q4 2024.
2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.