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

LongView 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	$1.85M	Buy	19,142 +3,043	+19%	+$300K	0.45%	57
2026 Q2	$1.55M	Sell	16,099 -1,606	-9%	-$154K	0.4%	58
2026 Q1	$1.71M	Buy	17,705 +429	+2%	+$40K	0.43%	54
2025 Q4	$1.6M	Sell	17,276 -602	-3%	-$53.2K	0.39%	62
2025 Q3	$1.56M	Sell	17,878 -3,504	-16%	-$298K	0.42%	55
2025 Q2	$1.78M	Sell	21,382 -70,284	-77%	-$5.58M	0.54%	47
2025 Q1	$6.93M	Buy	91,666 +7,575	+9%	+$566K	2.08%	11
2024 Q4	$5.91M	Buy	84,091 +9,233	+12%	+$681K	1.8%	14
2024 Q3	$5.84M	Buy	74,858 +9,374	+14%	+$702K	1.86%	13
2024 Q2	$4.76M	Buy	65,484 +9,675	+17%	+$712K	1.76%	15
2024 Q1	$4.14M	Buy	55,809 +27,108	+94%	+$1.93M	1.64%	16
2023 Q4	$1.99M	Buy	+28,701	New	+$1.89M	0.89%	29

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

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

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

LongView Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q3 2026, buying an estimated $300K and bringing the position to 19,142 shares worth $1.85M. The position accounts for 0.45% of the portfolio, ranked #57.

LongView Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.93M in Q1 2025. 1,025 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

LongView Wealth Management held 19,142 shares of iShares Core MSCI EAFE ETF worth $1.85M as of Q3 2026.
LongView Wealth Management bought 3,043 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $300K.
iShares Core MSCI EAFE ETF made up 0.45% of LongView Wealth Management's portfolio in Q3 2026, its #57 holding.
LongView Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's iShares Core MSCI EAFE ETF position peaked at $6.93M in Q1 2025.
1,025 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.