Insight Advisors
IEFA icon

Insight Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Insight Advisors’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 		$286K Buy
2,954
+214
+8% +$21.1K 0.05% 193
2026
Q2 		$265K Sell
2,740
-412
-13% -$39.6K 0.05% 205
2026
Q1 		$285K Hold
3,152
– – 0.05% 189
2025
Q4 		$282K Sell
3,152
-314
-9% -$27.8K 0.04% 225
2025
Q3 		$303K Sell
3,466
-1
-0% -$85 0.05% 210
2025
Q2 		$289K Buy
3,467
+7
+0.2% +$556 0.05% 224
2025
Q1 		$262K Sell
3,460
-700
-17% -$52.3K 0.05% 243
2024
Q4 		$293K Sell
4,160
-78
-2% -$5.75K 0.05% 226
2024
Q3 		$331K Sell
4,238
-113
-3% -$8.46K 0.06% 214
2024
Q2 		$316K Buy
4,351
+737
+20% +$54.2K 0.06% 220
2024
Q1 		$268K Buy
3,614
+301
+9% +$21.4K 0.05% 247
2023
Q4 		$233K Hold
3,313
– – 0.05% 248
2023
Q3 		$213K Hold
3,313
– – 0.05% 254
2023
Q2 		$224K Sell
3,313
-194
-6% -$13.2K 0.05% 257
2023
Q1 		$234K Hold
3,507
– – 0.06% 268
2022
Q4 		$218K Buy
+3,507
New +$206K 0.08% 291
2022
Q3 		– Sell
-3,447
Closed -$213K – 297
2022
Q2 		$213K Hold
3,447
– – 0.07% 278
2022
Q1 		$240K Sell
3,447
-900
-21% -$63.7K 0.07% 280
2021
Q4 		$324K Sell
4,347
-75
-2% -$5.64K 0.1% 239
2021
Q3 		$343K Sell
4,422
-583
-12% -$44.4K 0.1% 228
2021
Q2 		$380K Sell
5,005
-822
-14% -$62.1K 0.12% 209
2021
Q1 		$433K Hold
5,827
– – 0.14% 194
2020
Q4 		$403K Buy
+5,827
New +$377K 0.15% 172

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Insight Advisors's IEFA Position: Q3 2026 in Review

Insight Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.8% in Q3 2026, buying an estimated $21.1K and bringing the position to 2,954 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #193.

Insight Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $433K in Q1 2021. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Insight Advisors held 2,954 shares of iShares Core MSCI EAFE ETF worth $286K as of Q3 2026.
  • Insight Advisors bought 214 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $21.1K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Insight Advisors's portfolio in Q3 2026, its #193 holding.
  • Insight Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's iShares Core MSCI EAFE ETF position peaked at $433K in Q1 2021.
  • 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.