Maia Wealth
IEFA icon

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

Maia Wealth’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 		$515K Sell
5,316
-7,178
-57% -$709K 0.07% 211
2026
Q2 		$1.21M Sell
12,494
-1,266
-9% -$122K 0.18% 141
2026
Q1 		$1.25M Buy
13,760
+248
+2% +$23.1K 0.21% 129
2025
Q4 		$1.31M Sell
13,512
-363
-3% -$32.1K 0.22% 119
2025
Q3 		$1.23M Sell
13,875
-1,473
-10% -$125K 0.21% 120
2025
Q2 		$1.28M Sell
15,348
-2,801
-15% -$222K 0.24% 109
2025
Q1 		$1.35M Sell
18,149
-3,380
-16% -$253K 0.31% 82
2024
Q4 		$1.58M Buy
21,529
+2,537
+13% +$187K 0.34% 71
2024
Q3 		$1.42M Buy
18,992
+39
+0.2% +$2.92K 0.35% 71
2024
Q2 		$1.42M Buy
+18,953
New +$1.39M 0.43% 58
2023
Q4 		$1.16M Buy
+16,424
New +$1.08M 0.47% 51

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Maia Wealth's IEFA Position: Q3 2026 in Review

Maia Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 57% in Q3 2026, selling an estimated $709K and leaving 5,316 shares worth $515K. The position accounts for 0.07% of the portfolio, ranked #211.

Maia Wealth first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q4 2024. 1,719 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Maia Wealth held 5,316 shares of iShares Core MSCI EAFE ETF worth $515K as of Q3 2026.
  • Maia Wealth sold 7,178 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $709K.
  • iShares Core MSCI EAFE ETF made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #211 holding.
  • Maia Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's iShares Core MSCI EAFE ETF position peaked at $1.58M in Q4 2024.
  • 1,719 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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