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

Inspirion Wealth 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	$1.43M	Hold	14,720	–	–	0.16%	59
2026 Q2	$1.41M	Buy	14,720 +32	+0.2%	+$3.07K	0.16%	58
2026 Q1	$1.33M	Hold	14,688	–	–	0.17%	59
2025 Q4	$1.31M	Buy	14,688 +102	+0.7%	+$9.02K	0.16%	60
2025 Q3	$1.14M	Sell	14,586 -65	-0.4%	-$5.52K	0.16%	55
2025 Q2	$1.22M	Buy	14,651 +35	+0.2%	+$2.78K	0.16%	57
2025 Q1	$1.11M	Hold	14,616	–	–	0.15%	58
2024 Q4	$1.04M	Buy	14,616 +30	+0.2%	+$2.21K	0.14%	56
2024 Q3	$1.14M	Sell	14,586 -332	-2%	-$24.9K	0.16%	55
2024 Q2	$1.08M	Sell	14,918 -56	-0.4%	-$4.12K	0.17%	55
2024 Q1	$1.11M	Buy	14,974 +56	+0.4%	+$3.99K	0.18%	55
2023 Q4	$1.04M	Sell	14,918 -147	-1%	-$9.69K	0.19%	53
2023 Q3	$969K	Buy	15,065 +13	+0.1%	+$870	0.19%	52
2023 Q2	$1.02M	Sell	15,052 -1,714	-10%	-$116K	0.19%	54
2023 Q1	$1.12M	Buy	+16,766	New	+$1.1M	0.22%	46
2022 Q1	–	Sell	-2,733	Closed	-$204K	–	108
2021 Q4	$204K	Buy	+2,733	New	+$205K	0.04%	101

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

Inspirion Wealth Advisors's IEFA Position: Q3 2026 in Review

Inspirion Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 14,720 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #59.

Inspirion Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 16 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Inspirion Wealth Advisors held 14,720 shares of iShares Core MSCI EAFE ETF worth $1.43M as of Q3 2026.
Inspirion Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.16% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #59 holding.
Inspirion Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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