Marquette Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Marquette Asset 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	$173K	Buy	1,790 +944	+112%	+$93.2K	0.02%	60
2026 Q2	$81.7K	Hold	846	–	–	0.01%	145
2026 Q1	$76.6K	Buy	+846	New	+$79K	0.01%	88
2025 Q1	–	Sell	-14	Closed	-$984	–	172
2024 Q4	$984	Buy	+14	New	+$1.03K	﹤0.01%	189

Other funds holding IEFA

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

AWE

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

FFBTD

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Marquette Asset Management's IEFA Position: Q3 2026 in Review

Marquette Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 112% in Q3 2026, buying an estimated $93.2K and bringing the position to 1,790 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #60.

Marquette Asset Management first reported a position in IEFA in Q4 2024 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Marquette Asset Management held 1,790 shares of iShares Core MSCI EAFE ETF worth $173K as of Q3 2026.
Marquette Asset Management bought 944 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $93.2K.
iShares Core MSCI EAFE ETF made up 0.02% of Marquette Asset Management's portfolio in Q3 2026, its #60 holding.
Marquette Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 4 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.