Peterson Wealth Services
IEFA icon

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

Peterson Wealth Services’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 		$2.35M Buy
24,256
+1,984
+9% +$196K 0.5% 47
2026
Q2 		$2.15M Buy
22,272
+4,287
+24% +$412K 0.47% 55
2026
Q1 		$1.63M Buy
17,985
+2,494
+16% +$233K 0.4% 57
2025
Q4 		$1.39M Buy
15,491
+15,231
+5,858% +$1.35M 0.35% 55
2025
Q3 		$1.03M Sell
260
-11,713
-98% -$995K 0.25% 63
2025
Q2 		$1000K Buy
11,973
+15
+0.1% +$1.19K 0.27% 59
2025
Q1 		$905K Sell
11,958
-1,386
-10% -$104K 0.28% 59
2024
Q4 		$938K Sell
13,344
-10
-0.1% -$738 0.28% 69
2024
Q3 		$1.04M Buy
13,354
+65
+0.5% +$4.87K 0.33% 63
2024
Q2 		$965K Sell
13,289
-1,687
-11% -$124K 0.34% 58
2024
Q1 		$1.11M Sell
14,976
-1,757
-11% -$125K 0.4% 57
2023
Q4 		$1.18M Buy
+16,733
New +$1.1M 0.5% 53
2023
Q3 		– Sell
-17,000
Closed -$1.15M – 74
2023
Q2 		$1.15M Buy
17,000
+1,264
+8% +$85.7K 0.55% 51
2023
Q1 		$1.05M Buy
15,736
+809
+5% +$53K 0.54% 59
2022
Q4 		$920K Buy
14,927
+4,426
+42% +$260K 0.53% 52
2022
Q3 		$553K Buy
10,501
+635
+6% +$37.3K 0.39% 65
2022
Q2 		$581K Buy
9,866
+1,561
+19% +$100K 0.42% 48
2022
Q1 		$577K Buy
8,305
+788
+10% +$55.7K 0.35% 45
2021
Q4 		$561K Buy
+7,517
New +$565K 0.37% 48

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 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

Peterson Wealth Services's IEFA Position: Q3 2026 in Review

Peterson Wealth Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.9% in Q3 2026, buying an estimated $196K and bringing the position to 24,256 shares worth $2.35M. The position accounts for 0.5% of the portfolio, ranked #47.

Peterson Wealth Services first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 1,186 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Peterson Wealth Services held 24,256 shares of iShares Core MSCI EAFE ETF worth $2.35M as of Q3 2026.
  • Peterson Wealth Services bought 1,984 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $196K.
  • iShares Core MSCI EAFE ETF made up 0.5% of Peterson Wealth Services's portfolio in Q3 2026, its #47 holding.
  • Peterson Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,186 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.