KWM
IEFA icon

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

Kaydan Wealth Management’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 		$5.48M Sell
56,615
-2,975
-5% -$294K 1.88% 13
2026
Q2 		$5.76M Buy
59,590
+1,164
+2% +$112K 1.75% 13
2026
Q1 		$5.29M Buy
58,426
+2,585
+5% +$241K 1.77% 13
2025
Q4 		$5M Buy
55,841
+1,273
+2% +$113K 1.45% 13
2025
Q3 		$4.76M Buy
54,568
+5,129
+10% +$436K 1.36% 16
2025
Q2 		$4.13M Buy
49,439
+8,498
+21% +$674K 1.35% 14
2025
Q1 		$3.1M Buy
40,941
+5,189
+15% +$388K 0.99% 18
2024
Q4 		$2.51M Sell
35,752
-203,933
-85% -$15M 0.84% 21
2024
Q3 		$18.7M Sell
239,685
-761
-0.3% -$57K 5.52% 9
2024
Q2 		$17.5M Buy
240,446
+92,729
+63% +$6.82M 6.19% 6
2024
Q1 		$11M Buy
147,717
+1,502
+1% +$107K 3.74% 10
2023
Q4 		$10.3M Sell
146,215
-114,202
-44% -$7.53M 4.18% 10
2023
Q3 		$16.8M Sell
260,417
-116,446
-31% -$7.8M 6.69% 5
2023
Q2 		$25.4M Buy
376,863
+110,555
+42% +$7.5M 10.66% 5
2023
Q1 		$17.8M Buy
266,308
+121,283
+84% +$7.95M 7.3% 4
2022
Q4 		$8.94M Buy
145,025
+127,815
+743% +$7.52M 3.57% 5
2022
Q3 		$906K Buy
17,210
+1,085
+7% +$63.8K 0.5% 25
2022
Q2 		$949K Sell
16,125
-1,814
-10% -$116K 0.53% 29
2022
Q1 		$1.25M Sell
17,939
-88,405
-83% -$6.25M 0.55% 30
2021
Q4 		$7.94M Buy
+106,344
New +$7.99M 3.01% 9

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

Kaydan Wealth Management's IEFA Position: Q3 2026 in Review

Kaydan Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5% in Q3 2026, selling an estimated $294K and leaving 56,615 shares worth $5.48M. The position accounts for 1.88% of the portfolio, ranked #13.

Kaydan Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 20 quarters since. The position peaked at $25.4M in Q2 2023. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Kaydan Wealth Management held 56,615 shares of iShares Core MSCI EAFE ETF worth $5.48M as of Q3 2026.
  • Kaydan Wealth Management sold 2,975 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $294K.
  • iShares Core MSCI EAFE ETF made up 1.88% of Kaydan Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Kaydan Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's iShares Core MSCI EAFE ETF position peaked at $25.4M in Q2 2023.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.