Optivise Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
Other funds holding IEFA
Optivise Advisory Services's IEFA Position: Q3 2026 in Review
Optivise Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 47% in Q3 2026, buying an estimated $211K and bringing the position to 6,686 shares worth $648K. The position accounts for 0.32% of the portfolio, ranked #86.
Optivise Advisory Services first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.
- Optivise Advisory Services held 6,686 shares of iShares Core MSCI EAFE ETF worth $648K as of Q3 2026.
- Optivise Advisory Services bought 2,133 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $211K.
- iShares Core MSCI EAFE ETF made up 0.32% of Optivise Advisory Services's portfolio in Q3 2026, its #86 holding.
- Optivise Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
- 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.