Northside Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Northside Capital Management’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	$17M	Buy	175,405 +5,740	+3%	+$567K	1.36%	21
2026 Q2	$16.4M	Buy	169,665 +1,414	+0.8%	+$136K	1.34%	20
2026 Q1	$15.2M	Buy	168,251 +157,015	+1,397%	+$14.7M	1.34%	19
2025 Q4	$1.01M	Hold	11,236	–	–	0.09%	96
2025 Q3	$981K	Buy	11,236 +1,309	+13%	+$111K	0.09%	100
2025 Q2	$829K	Hold	9,927	–	–	0.06%	103
2025 Q1	$751K	Hold	9,927	–	–	0.12%	45
2024 Q4	$698K	Hold	9,927	–	–	0.19%	48
2024 Q3	$775K	Hold	9,927	–	–	0.12%	46
2024 Q2	$721K	Sell	9,927 -6,750	-40%	-$497K	0.12%	45
2024 Q1	$1.24M	Hold	16,677	–	–	0.22%	40
2023 Q4	$1.17M	Buy	16,677 +5,001	+43%	+$330K	0.37%	37
2023 Q3	$751K	Sell	11,676 -1	-0%	-$67	0.17%	44
2023 Q2	$788K	Buy	11,677 +219	+2%	+$14.9K	0.27%	43
2023 Q1	$766K	Hold	11,458	–	–	0.21%	45
2022 Q4	$706K	Buy	+11,458	New	+$674K	0.21%	46

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Northside Capital Management's IEFA Position: Q3 2026 in Review

Northside Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q3 2026, buying an estimated $567K and bringing the position to 175,405 shares worth $17M. The position accounts for 1.36% of the portfolio, ranked #21.

Northside Capital Management first reported a position in IEFA in Q4 2022 and has held it in 16 quarters since. 251 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Northside Capital Management held 175,405 shares of iShares Core MSCI EAFE ETF worth $17M as of Q3 2026.
Northside Capital Management bought 5,740 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $567K.
iShares Core MSCI EAFE ETF made up 1.36% of Northside Capital Management's portfolio in Q3 2026, its #21 holding.
Northside Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
251 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Northside Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.