IWS
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Insight Wealth Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Insight Wealth Strategies’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 		$292K Hold
3,015
– – 0.03% 163
2026
Q2 		$290K Buy
3,015
+6
+0.2% +$576 0.03% 157
2026
Q1 		$272K Hold
3,009
– – 0.03% 158
2025
Q4 		$269K Buy
3,009
+8
+0.3% +$707 0.03% 151
2025
Q3 		$262K Sell
3,001
-184
-6% -$15.6K 0.03% 154
2025
Q2 		$265K Buy
3,185
+11
+0.3% +$873 0.03% 146
2025
Q1 		$240K Buy
+3,174
New +$237K 0.03% 143
2022
Q1 		– Sell
-2,959
Closed -$221K – 163
2021
Q4 		$221K Sell
2,959
-23,289
-89% -$1.75M 0.03% 143
2021
Q3 		$1.95M Buy
26,248
+15,998
+156% +$1.22M 0.27% 51
2021
Q2 		$767K Sell
10,250
-10,551
-51% -$797K 0.11% 120
2021
Q1 		$1.5M Buy
20,801
+9,255
+80% +$661K 0.2% 73
2020
Q4 		$798K Buy
11,546
+61
+0.5% +$3.94K 0.14% 89
2020
Q3 		$692K Buy
11,485
+253
+2% +$15.3K 0.13% 80
2020
Q2 		$642K Sell
11,232
-7,574
-40% -$410K 0.14% 67
2020
Q1 		$938K Sell
18,806
-9,053
-32% -$539K 0.25% 36
2019
Q4 		$1.82M Buy
27,859
+5,785
+26% +$367K 0.38% 54
2019
Q3 		$1.35M Buy
22,074
+5,097
+30% +$308K 0.32% 59
2019
Q2 		$1.04M Buy
16,977
+5,871
+53% +$360K 0.25% 63
2019
Q1 		$675K Buy
+11,106
New +$656K 0.19% 78

Other funds holding IEFA

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

Insight Wealth Strategies's IEFA Position: Q3 2026 in Review

Insight Wealth Strategies held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 3,015 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #163.

Insight Wealth Strategies first reported a position in IEFA in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.95M in Q3 2021. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Insight Wealth Strategies held 3,015 shares of iShares Core MSCI EAFE ETF worth $292K as of Q3 2026.
  • Insight Wealth Strategies left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #163 holding.
  • Insight Wealth Strategies first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 19 quarters since.
  • Insight Wealth Strategies's iShares Core MSCI EAFE ETF position peaked at $1.95M in Q3 2021.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.