M.E. Allison & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

M.E. Allison & Co’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	$352K	Buy	3,636 +28	+0.8%	+$2.76K	0.2%	129
2026 Q2	$348K	Sell	3,608 -108	-3%	-$10.4K	0.2%	127
2026 Q1	$336K	Hold	3,716	–	–	0.22%	120
2025 Q4	$332K	Buy	3,716 +5	+0.1%	+$442	0.23%	117
2025 Q3	$324K	Hold	3,711	–	–	0.23%	122
2025 Q2	$310K	Buy	3,711 +5	+0.1%	+$397	0.25%	109
2025 Q1	$280K	Hold	3,706	–	–	0.28%	107
2024 Q4	$260K	Buy	+3,706	New	+$273K	0.29%	106

Other funds holding IEFA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

M.E. Allison & Co's IEFA Position: Q3 2026 in Review

M.E. Allison & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.78% in Q3 2026, buying an estimated $2.76K and bringing the position to 3,636 shares worth $352K. The position accounts for 0.2% of the portfolio, ranked #129.

M.E. Allison & Co first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. 654 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

M.E. Allison & Co held 3,636 shares of iShares Core MSCI EAFE ETF worth $352K as of Q3 2026.
M.E. Allison & Co bought 28 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.76K.
iShares Core MSCI EAFE ETF made up 0.2% of M.E. Allison & Co's portfolio in Q3 2026, its #129 holding.
M.E. Allison & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
654 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.