New Perspectives Inc
IEFA icon

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

New Perspectives 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 		$34M Buy
351,148
+8,631
+3% +$852K 10.34% 3
2026
Q2 		$33.1M Buy
342,517
+15,298
+5% +$1.47M 10.15% 3
2026
Q1 		$29.6M Buy
327,219
+11,700
+4% +$1.09M 10.26% 3
2025
Q4 		$28.2M Buy
315,519
+6,780
+2% +$600K 9.79% 3
2025
Q3 		$27M Buy
308,739
+2,885
+0.9% +$245K 12.07% 3
2025
Q2 		$25.5M Buy
305,854
+5,406
+2% +$429K 12.63% 3
2025
Q1 		$22.7M Sell
300,448
-21,878
-7% -$1.64M 12.13% 4
2024
Q4 		$22.7M Buy
322,326
+7,019
+2% +$518K 12.14% 3
2024
Q3 		$24.6M Buy
315,307
+3,762
+1% +$282K 13.11% 3
2024
Q2 		$22.6M Buy
311,545
+3,454
+1% +$254K 12.08% 4
2024
Q1 		$22.9M Buy
+308,091
New +$21.9M 12.66% 4
2022
Q4 		$18.6M Buy
302,115
+15,067
+5% +$887K 14.28% 3
2022
Q3 		$15.1M Buy
287,048
+15,162
+6% +$892K 13.02% 3
2022
Q2 		$16M Buy
271,886
+20,689
+8% +$1.33M 13.03% 3
2022
Q1 		$17.5M Buy
251,197
+15,424
+7% +$1.09M 12.58% 4
2021
Q4 		$17.6M Buy
235,773
+16,677
+8% +$1.25M 12.45% 4
2021
Q3 		$16.3M Buy
219,096
+12,446
+6% +$947K 12.01% 4
2021
Q2 		$15.5M Buy
+206,650
New +$15.6M 12.01% 4

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AssetMark Inc
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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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

New Perspectives Inc's IEFA Position: Q3 2026 in Review

New Perspectives Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q3 2026, buying an estimated $852K and bringing the position to 351,148 shares worth $34M. The position accounts for 10.34% of the portfolio, ranked #3.

New Perspectives Inc first reported a position in IEFA in Q2 2021 and has held it in 18 quarters since. 948 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • New Perspectives Inc held 351,148 shares of iShares Core MSCI EAFE ETF worth $34M as of Q3 2026.
  • New Perspectives Inc bought 8,631 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $852K.
  • iShares Core MSCI EAFE ETF made up 10.34% of New Perspectives Inc's portfolio in Q3 2026, its #3 holding.
  • New Perspectives Inc first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 18 quarters since.
  • 948 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.