Meriwether Wealth & Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Meriwether Wealth & Planning’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	$32.2K	Buy	+332	New	+$32.8K	0.01%	305

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 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

Meriwether Wealth & Planning's IEFA Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 332 shares worth $32.2K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

1,145 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Meriwether Wealth & Planning held 332 shares of iShares Core MSCI EAFE ETF worth $32.2K as of Q3 2026.
iShares Core MSCI EAFE ETF was a new Meriwether Wealth & Planning position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #305 holding.
1,145 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.