One Advisory Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

One Advisory Partners’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	$11.1M	Buy	+114,271	New	+$11.3M	2.99%	10
2022 Q3	–	Sell	-12,887	Closed	-$758K	–	49
2022 Q2	$758K	Sell	12,887 -616	-5%	-$39.5K	0.5%	30
2022 Q1	$939K	Buy	13,503 +950	+8%	+$67.2K	0.55%	22
2021 Q4	$937K	Buy	12,553 +2,982	+31%	+$224K	0.53%	23
2021 Q3	$711K	Buy	9,571 +776	+9%	+$59K	0.44%	23
2021 Q2	$658K	Buy	8,795 +53	+0.6%	+$4K	0.4%	21
2021 Q1	$630K	Sell	8,742 -34,375	-80%	-$2.46M	0.41%	22
2020 Q4	$2.98M	Sell	43,117 -37,000	-46%	-$2.39M	2.04%	15
2020 Q3	$4.83M	Buy	80,117 +2,268	+3%	+$137K	3.67%	10
2020 Q2	$4.45M	Buy	+77,849	New	+$4.22M	3.59%	11

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

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

One Advisory Partners's IEFA Position: Q3 2026 in Review

One Advisory Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 114,271 shares worth $11.1M. The stake represents 2.99% of the portfolio and ranks #10 among its holdings. This is a return to the name: One Advisory Partners previously reported a position in IEFA as recently as Q2 2022.

One Advisory Partners first reported a position in IEFA in Q2 2020 and has held it in 10 quarters since. 887 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

One Advisory Partners held 114,271 shares of iShares Core MSCI EAFE ETF worth $11.1M as of Q3 2026.
iShares Core MSCI EAFE ETF was a new One Advisory Partners position in Q3 2026.
iShares Core MSCI EAFE ETF made up 2.99% of One Advisory Partners's portfolio in Q3 2026, its #10 holding.
One Advisory Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 10 quarters since.
887 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.