McCarley & Cook Financial Planners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

McCarley & Cook Financial Planners’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	$161K	Buy	1,664 +84	+5%	+$8.29K	0.12%	58
2026 Q2	$153K	Hold	1,580	–	–	0.12%	62
2026 Q1	$143K	Buy	1,580 +28	+2%	+$2.61K	0.12%	62
2025 Q4	$139K	Buy	+1,552	New	+$137K	0.13%	60

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

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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

McCarley & Cook Financial Planners's IEFA Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q3 2026, buying an estimated $8.29K and bringing the position to 1,664 shares worth $161K. The position accounts for 0.12% of the portfolio, ranked #58.

McCarley & Cook Financial Planners first reported a position in IEFA in Q4 2025 and has held it in 4 quarters since. 974 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

McCarley & Cook Financial Planners held 1,664 shares of iShares Core MSCI EAFE ETF worth $161K as of Q3 2026.
McCarley & Cook Financial Planners bought 84 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $8.29K.
iShares Core MSCI EAFE ETF made up 0.12% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #58 holding.
McCarley & Cook Financial Planners first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
974 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.