Intergy Private Wealth
IEFA icon

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

Intergy Private 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 		$317K Hold
3,272
– – 0.07% 98
2026
Q2 		$316K Buy
+3,272
New +$314K 0.07% 96
2023
Q2 		– Sell
-3,917
Closed -$262K – 74
2023
Q1 		$262K Buy
+3,917
New +$257K 0.15% 61

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Connecticut Wealth Management
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Prime Capital Investment Advisors
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OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Intergy Private Wealth's IEFA Position: Q3 2026 in Review

Intergy Private Wealth held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 3,272 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #98.

Intergy Private Wealth first reported a position in IEFA in Q1 2023 and has held it in 3 quarters since. 796 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Intergy Private Wealth held 3,272 shares of iShares Core MSCI EAFE ETF worth $317K as of Q3 2026.
  • Intergy Private Wealth left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.07% of Intergy Private Wealth's portfolio in Q3 2026, its #98 holding.
  • Intergy Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 3 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.