NWF Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NWF Advisory 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	$399K	Buy	4,123 +5	+0.1%	+$494	0.04%	254
2026 Q2	$398K	Buy	4,118 +3	+0.1%	+$288	0.04%	259
2026 Q1	$373K	Sell	4,115 -204	-5%	-$19K	0.04%	252
2025 Q4	$386K	Buy	4,319 +1,832	+74%	+$162K	0.04%	238
2025 Q3	$217K	Buy	2,487 +7	+0.3%	+$595	0.02%	361
2025 Q2	$207K	Buy	+2,480	New	+$197K	0.02%	378
2025 Q1	–	Sell	-5,750	Closed	-$404K	–	392
2024 Q4	$404K	Buy	+5,750	New	+$424K	0.06%	165
2023 Q4	–	Sell	-35,577	Closed	-$2.29M	–	309
2023 Q3	$2.29M	Sell	35,577 -1,068	-3%	-$71.5K	0.54%	37
2023 Q2	$2.47M	Hold	36,645	–	–	0.57%	38
2023 Q1	$2.47M	Buy	+36,645	New	+$2.4M	0.57%	38

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

NWF Advisory Services's IEFA Position: Q3 2026 in Review

NWF Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.12% in Q3 2026, buying an estimated $494 and bringing the position to 4,123 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #254.

NWF Advisory Services first reported a position in IEFA in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.47M in Q2 2023. 948 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

NWF Advisory Services held 4,123 shares of iShares Core MSCI EAFE ETF worth $399K as of Q3 2026.
NWF Advisory Services bought 5 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $494.
iShares Core MSCI EAFE ETF made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #254 holding.
NWF Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 10 quarters since.
NWF Advisory Services's iShares Core MSCI EAFE ETF position peaked at $2.47M in Q2 2023.
948 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.