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

MFA Wealth Services’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	$1.29M	Buy	13,311 +8	+0.1%	+$790	0.77%	34
2026 Q2	$1.28M	Buy	13,303 +86	+0.7%	+$8.26K	0.77%	37
2026 Q1	$1.2M	Sell	13,217 -267	-2%	-$24.9K	0.79%	34
2025 Q4	$1.21M	Buy	13,484 +234	+2%	+$20.7K	0.82%	34
2025 Q3	$1.16M	Buy	13,250 +16	+0.1%	+$1.36K	0.8%	37
2025 Q2	$1.1M	Buy	13,234 +310	+2%	+$24.6K	0.83%	32
2025 Q1	$978K	Sell	12,924 -554	-4%	-$41.4K	0.8%	33
2024 Q4	$947K	Buy	+13,478	New	+$994K	0.76%	38

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

MFA Wealth Services's IEFA Position: Q3 2026 in Review

MFA Wealth Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.06% in Q3 2026, buying an estimated $790 and bringing the position to 13,311 shares worth $1.29M. The position accounts for 0.77% of the portfolio, ranked #34.

MFA Wealth Services first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. 722 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

MFA Wealth Services held 13,311 shares of iShares Core MSCI EAFE ETF worth $1.29M as of Q3 2026.
MFA Wealth Services bought 8 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $790.
iShares Core MSCI EAFE ETF made up 0.77% of MFA Wealth Services's portfolio in Q3 2026, its #34 holding.
MFA Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
722 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.