MI
IEFA icon

Moneywise Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Moneywise Inc’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 		$6.94M Sell
71,588
-12,020
-14% -$1.19M 6.59% 3
2026
Q2 		$8.07M Sell
83,608
-10,003
-11% -$961K 3.01% 10
2026
Q1 		$8.47M Sell
93,611
-21,682
-19% -$2.02M 3.7% 5
2025
Q4 		$10.3M Buy
115,293
+23,530
+26% +$2.08M 4.29% 7
2025
Q3 		$8.01M Sell
91,763
-792
-0.9% -$67.3K 3.62% 7
2025
Q2 		$7.73M Buy
+92,555
New +$7.35M 3.62% 7

Other funds holding IEFA

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Moneywise Inc's IEFA Position: Q3 2026 in Review

Moneywise Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q3 2026, selling an estimated $1.19M and leaving 71,588 shares worth $6.94M. The position accounts for 6.59% of the portfolio, ranked #3.

Moneywise Inc first reported a position in IEFA in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2025. 2,115 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Moneywise Inc held 71,588 shares of iShares Core MSCI EAFE ETF worth $6.94M as of Q3 2026.
  • Moneywise Inc sold 12,020 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.19M.
  • iShares Core MSCI EAFE ETF made up 6.59% of Moneywise Inc's portfolio in Q3 2026, its #3 holding.
  • Moneywise Inc first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
  • Moneywise Inc's iShares Core MSCI EAFE ETF position peaked at $10.3M in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.