Polaris Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Polaris Financial 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	$275K	Buy	+2,824	New	+$279K	0.12%	70

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Polaris Financial Partners's IEFA Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 2,824 shares worth $275K. The stake represents 0.12% of the portfolio and ranks #70 among its holdings.

19 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Polaris Financial Partners held 2,824 shares of iShares Core MSCI EAFE ETF worth $275K as of Q3 2026.
iShares Core MSCI EAFE ETF was a new Polaris Financial Partners position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.12% of Polaris Financial Partners's portfolio in Q3 2026, its #70 holding.
19 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.