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Kooman & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kooman & Associates’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 		$1.65M Sell
17,028
-338
-2% -$33.4K 0.44% 17
2026
Q2 		$1.68M Sell
17,366
-169
-1% -$16.2K 0.45% 18
2026
Q1 		$1.59M Sell
17,535
-85
-0.5% -$7.93K 0.47% 14
2025
Q4 		$1.58M Sell
17,620
-1,174
-6% -$104K 0.47% 16
2025
Q3 		$1.64M Sell
18,794
-73
-0.4% -$6.2K 0.51% 17
2025
Q2 		$1.58M Buy
18,867
+31
+0.2% +$2.46K 0.53% 15
2025
Q1 		$1.42M Buy
18,836
+452
+2% +$33.8K 0.52% 16
2024
Q4 		$1.29M Buy
18,384
+806
+5% +$59.5K 0.47% 17
2024
Q3 		$1.37M Buy
17,578
+290
+2% +$21.7K 0.51% 17
2024
Q2 		$1.26M Buy
17,288
+398
+2% +$29.3K 0.5% 18
2024
Q1 		$1.25M Sell
16,890
-514
-3% -$36.6K 0.52% 17
2023
Q4 		$1.22M Buy
17,404
+1,408
+9% +$92.8K 0.55% 18
2023
Q3 		$1.03M Buy
15,996
+1,133
+8% +$75.9K 0.52% 17
2023
Q2 		$1M Sell
14,863
-1,097
-7% -$74.4K 0.5% 17
2023
Q1 		$1.07M Sell
15,960
-22
-0.1% -$1.44K 0.58% 15
2022
Q4 		$985K Buy
+15,982
New +$941K 0.97% 15

Other funds holding IEFA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
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
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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Kooman & Associates's IEFA Position: Q3 2026 in Review

Kooman & Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q3 2026, selling an estimated $33.4K and leaving 17,028 shares worth $1.65M. The position accounts for 0.44% of the portfolio, ranked #17.

Kooman & Associates first reported a position in IEFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.68M in Q2 2026. 722 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Kooman & Associates held 17,028 shares of iShares Core MSCI EAFE ETF worth $1.65M as of Q3 2026.
  • Kooman & Associates sold 338 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $33.4K.
  • iShares Core MSCI EAFE ETF made up 0.44% of Kooman & Associates's portfolio in Q3 2026, its #17 holding.
  • Kooman & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Kooman & Associates's iShares Core MSCI EAFE ETF position peaked at $1.68M in Q2 2026.
  • 722 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Kooman & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.