Members Wealth
IEFA icon

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

Members 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 		$3.8M Buy
39,500
+4,961
+14% +$490K 1.9% 13
2026
Q2 		$3.34M Buy
34,539
+1,189
+4% +$114K 1.83% 12
2026
Q1 		$3.18M Buy
33,350
+3,137
+10% +$293K 1.9% 13
2025
Q4 		$2.84M Buy
30,213
+2,433
+9% +$215K 1.78% 13
2025
Q3 		$2.44M Buy
+27,780
New +$2.36M 1.55% 18
2025
Q1 		$943K Buy
12,464
+1,893
+18% +$142K 0.71% 35
2024
Q4 		$793K Buy
+10,571
New +$780K 0.59% 40
2024
Q2 		$1.84M Buy
+22,140
New +$1.63M 1.24% 22

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Members Wealth's IEFA Position: Q3 2026 in Review

Members Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q3 2026, buying an estimated $490K and bringing the position to 39,500 shares worth $3.8M. The position accounts for 1.9% of the portfolio, ranked #13.

Members Wealth first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. 1,186 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Members Wealth held 39,500 shares of iShares Core MSCI EAFE ETF worth $3.8M as of Q3 2026.
  • Members Wealth bought 4,961 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $490K.
  • iShares Core MSCI EAFE ETF made up 1.9% of Members Wealth's portfolio in Q3 2026, its #13 holding.
  • Members Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,186 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.