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Optimum Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$204K Buy
2,332
+59
+3% +$5.01K 0.08% 188
2025
Q2 		$190K Buy
2,273
+98
+5% +$7.78K 0.08% 180
2025
Q1 		$165K Buy
2,175
+249
+13% +$18.6K 0.08% 191
2024
Q4 		$135K Buy
1,926
+122
+7% +$9K 0.06% 219
2024
Q3 		$141K Sell
1,804
-17
-0.9% -$1.27K 0.06% 231
2024
Q2 		$132K Buy
1,821
+80
+5% +$5.89K 0.06% 226
2024
Q1 		$129K Buy
1,741
+43
+3% +$3.06K 0.06% 239
2023
Q4 		$119K Buy
1,698
+85
+5% +$5.6K 0.06% 238
2023
Q3 		$104K Buy
1,613
+51
+3% +$3.42K 0.05% 260
2023
Q2 		$105K Sell
1,562
-68
-4% -$4.61K 0.05% 264
2023
Q1 		$109K Buy
1,630
+38
+2% +$2.49K 0.06% 256
2022
Q4 		$98.2K Buy
1,592
+81
+5% +$4.77K 0.05% 265
2022
Q3 		$80K Buy
1,511
+42
+3% +$2.47K 0.04% 309
2022
Q2 		$86K Buy
1,469
+70
+5% +$4.49K 0.04% 310
2022
Q1 		$97K Buy
1,399
+31
+2% +$2.19K 0.04% 325
2021
Q4 		$102K Buy
1,368
+73
+6% +$5.49K 0.04% 338
2021
Q3 		$96K Buy
1,295
+21
+2% +$1.6K 0.04% 333
2021
Q2 		$95K Buy
1,274
+44
+4% +$3.32K 0.03% 389
2021
Q1 		$89K Buy
1,230
+23
+2% +$1.64K 0.03% 391
2020
Q4 		$83K Buy
1,207
+55
+5% +$3.56K 0.03% 389
2020
Q3 		$69K Buy
1,152
+27
+2% +$1.63K 0.02% 389
2020
Q2 		$64K Buy
1,125
+53
+5% +$2.87K 0.02% 394
2020
Q1 		$53K Sell
1,072
-1,571
-59% -$93.5K 0.02% 413
2019
Q4 		$172K Sell
2,643
-465
-15% -$29.5K 0.05% 304
2019
Q3 		$190K Buy
3,108
+617
+25% +$37.2K 0.06% 274
2019
Q2 		$153K Sell
2,491
-25
-1% -$1.53K 0.05% 310
2019
Q1 		$153K Buy
2,516
+224
+10% +$13.2K 0.05% 313
2018
Q4 		$126K Buy
2,292
+128
+6% +$7.51K 0.04% 329
2018
Q3 		$139K Buy
+2,164
New +$138K 0.04% 353

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Optimum Investment Advisors's IEFA Position: Q3 2025 in Review

Optimum Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q3 2025, buying an estimated $5.01K and bringing the position to 2,332 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #188.

Optimum Investment Advisors first reported a position in IEFA in Q3 2018 and has held it in 29 quarters since. 2,134 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Optimum Investment Advisors held 2,332 shares of iShares Core MSCI EAFE ETF worth $204K as of Q3 2025.
  • Optimum Investment Advisors bought 59 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $5.01K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Optimum Investment Advisors's portfolio in Q3 2025, its #188 holding.
  • Optimum Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 29 quarters since.
  • 2,134 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.