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

Level 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	$2.24M	Hold	23,076	–	–	0.85%	16
2026 Q2	$2.23M	Sell	23,076 -72	-0.3%	-$6.92K	0.89%	14
2026 Q1	$2.1M	Buy	23,148 +423	+2%	+$39.5K	0.98%	15
2025 Q4	$2.03M	Sell	22,725 -17,329	-43%	-$1.53M	1.04%	15
2025 Q3	$3.5M	Sell	40,054 -1,946	-5%	-$165K	1.84%	10
2025 Q2	$3.51M	Buy	42,000 +39,281	+1,445%	+$3.12M	2.04%	10
2025 Q1	$206K	Buy	+2,719	New	+$203K	0.13%	52

Other funds holding IEFA

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

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

Level Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 23,076 shares worth $2.24M. The position accounts for 0.85% of the portfolio, ranked #16.

Level Wealth Management first reported a position in IEFA in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.51M in Q2 2025. 862 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Level Wealth Management held 23,076 shares of iShares Core MSCI EAFE ETF worth $2.24M as of Q3 2026.
Level Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.85% of Level Wealth Management's portfolio in Q3 2026, its #16 holding.
Level Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
Level Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.51M in Q2 2025.
862 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.