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

Instrumental Wealth’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	$25.3M	Buy	261,459 +11,769	+5%	+$1.16M	12.3%	3
2026 Q2	$24.1M	Buy	249,690 +13,577	+6%	+$1.3M	12.21%	3
2026 Q1	$21.4M	Buy	236,113 +6,522	+3%	+$609K	13.14%	2
2025 Q4	$22.6M	Buy	229,591 +118,249	+106%	+$10.5M	13.55%	2
2025 Q3	$9.8M	Buy	111,342 +5,146	+5%	+$437K	6.9%	6
2025 Q2	$8.73M	Buy	106,196 +2,388	+2%	+$190K	6.94%	6
2025 Q1	$8.11M	Buy	103,808 +4,434	+4%	+$332K	7.34%	5
2024 Q4	$7.51M	Buy	+99,374	New	+$7.33M	7.11%	7

Other funds holding IEFA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Instrumental Wealth's IEFA Position: Q3 2026 in Review

Instrumental Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.7% in Q3 2026, buying an estimated $1.16M and bringing the position to 261,459 shares worth $25.3M. The position accounts for 12.3% of the portfolio, ranked #3.

Instrumental Wealth first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Instrumental Wealth held 261,459 shares of iShares Core MSCI EAFE ETF worth $25.3M as of Q3 2026.
Instrumental Wealth bought 11,769 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.16M.
iShares Core MSCI EAFE ETF made up 12.3% of Instrumental Wealth's portfolio in Q3 2026, its #3 holding.
Instrumental Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.