Personal CFO Solutions
IEFA icon

Personal CFO Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Personal CFO Solutions’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 		$350K Buy
+3,617
New +$357K 0.06% 309
2024
Q4 		– Sell
-3,682
Closed -$287K – 532
2024
Q3 		$287K Buy
+3,682
New +$276K 0.04% 435
2023
Q2 		– Sell
-3,084
Closed -$206K – 488
2023
Q1 		$206K Buy
+3,084
New +$202K 0.04% 440
2022
Q3 		– Sell
-7,657
Closed -$451K – 443
2022
Q2 		$451K Buy
7,657
+1,302
+20% +$83.5K 0.11% 173
2022
Q1 		$442K Buy
6,355
+985
+18% +$69.7K 0.09% 219
2021
Q4 		$401K Buy
5,370
+764
+17% +$57.4K 0.08% 244
2021
Q3 		$342K Buy
4,606
+250
+6% +$19K 0.07% 259
2021
Q2 		$326K Buy
4,356
+684
+19% +$51.6K 0.07% 266
2021
Q1 		$265K Buy
3,672
+338
+10% +$24.2K 0.06% 302
2020
Q4 		$230K Hold
3,334
– – 0.06% 319
2020
Q3 		$0 Buy
+3,334
New +$201K ﹤0.01% 228
2020
Q2 		– Sell
-6,776
Closed -$338K – 336
2020
Q1 		$338K Buy
6,776
+1,794
+36% +$107K 0.12% 156
2019
Q4 		$325K Hold
4,982
– – 0.09% 190
2019
Q3 		$304K Buy
+4,982
New +$301K 0.12% 196

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Personal CFO Solutions's IEFA Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 3,617 shares worth $350K. The stake represents 0.06% of the portfolio and ranks #309 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in IEFA as recently as Q3 2024.

Personal CFO Solutions first reported a position in IEFA in Q3 2019 and has held it in 14 quarters since. The position peaked at $451K in Q2 2022. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Personal CFO Solutions held 3,617 shares of iShares Core MSCI EAFE ETF worth $350K as of Q3 2026.
  • iShares Core MSCI EAFE ETF was a new Personal CFO Solutions position in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.06% of Personal CFO Solutions's portfolio in Q3 2026, its #309 holding.
  • Personal CFO Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 14 quarters since.
  • Personal CFO Solutions's iShares Core MSCI EAFE ETF position peaked at $451K in Q2 2022.
  • 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.