Olistico Wealth
IEFA icon

Olistico Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Olistico Wealth’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 		$421K Buy
4,342
+438
+11% +$43.2K 0.18% 76
2026
Q2 		$377K Buy
3,904
+372
+11% +$35.7K 0.16% 79
2026
Q1 		$320K Hold
3,532
– – 0.16% 79
2025
Q4 		$316K Sell
3,532
-788
-18% -$69.7K 0.15% 78
2025
Q3 		$377K Hold
4,320
– – 0.2% 72
2025
Q2 		$361K Buy
4,320
+170
+4% +$13.5K 0.2% 72
2025
Q1 		$314K Sell
4,150
-20
-0.5% -$1.5K 0.19% 79
2024
Q4 		$293K Sell
4,170
-1,177
-22% -$86.8K 0.17% 83
2024
Q3 		$417K Sell
5,347
-2,195
-29% -$164K 0.26% 74
2024
Q2 		$548K Sell
7,542
-4,319
-36% -$318K 0.35% 57
2024
Q1 		$880K Sell
11,861
-1,238
-9% -$88.1K 0.64% 36
2023
Q4 		$921K Sell
13,099
-877
-6% -$57.8K 0.72% 33
2023
Q3 		$899K Sell
13,976
-37
-0.3% -$2.48K 0.8% 35
2023
Q2 		$946K Buy
14,013
+155
+1% +$10.5K 0.81% 35
2023
Q1 		$926K Buy
13,858
+1,014
+8% +$66.5K 0.89% 29
2022
Q4 		$792K Buy
+12,844
New +$756K 0.86% 31

Other funds holding IEFA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Olistico Wealth's IEFA Position: Q3 2026 in Review

Olistico Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q3 2026, buying an estimated $43.2K and bringing the position to 4,342 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #76.

Olistico Wealth first reported a position in IEFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $946K in Q2 2023. 867 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Olistico Wealth held 4,342 shares of iShares Core MSCI EAFE ETF worth $421K as of Q3 2026.
  • Olistico Wealth bought 438 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $43.2K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Olistico Wealth's portfolio in Q3 2026, its #76 holding.
  • Olistico Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's iShares Core MSCI EAFE ETF position peaked at $946K in Q2 2023.
  • 867 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.