Prism Advisors
IEFA icon

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

Prism 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
2026
Q3 		$5.12M Sell
53,358
-380
-0.7% -$37.5K 1.28% 23
2026
Q2 		$5.19M Sell
53,738
-437
-0.8% -$42K 1.26% 23
2026
Q1 		$4.9M Buy
54,175
+1
+0% +$93 1.31% 22
2025
Q4 		$4.85M Sell
54,174
-134
-0.2% -$11.8K 1.29% 22
2025
Q3 		$4.74M Sell
54,308
-1,020
-2% -$86.7K 1.28% 26
2025
Q2 		$4.62M Buy
55,328
+12
+0% +$952 1.32% 27
2025
Q1 		$4.18M Sell
55,316
-1,171
-2% -$87.6K 1.29% 22
2024
Q4 		$3.97M Buy
56,487
+269
+0.5% +$19.8K 1.19% 24
2024
Q3 		$4.39M Sell
56,218
-1,226
-2% -$91.8K 1.26% 25
2024
Q2 		$4.17M Buy
57,444
+4
+0% +$294 1.27% 24
2024
Q1 		$4.26M Hold
57,440
– – 1.28% 20
2023
Q4 		$4.04M Sell
57,440
-216
-0.4% -$14.2K 1.3% 20
2023
Q3 		$3.71M Sell
57,656
-130
-0.2% -$8.7K 1.3% 20
2023
Q2 		$3.9M Buy
57,786
+172
+0.3% +$11.7K 1.31% 19
2023
Q1 		$3.85M Sell
57,614
-1,402
-2% -$91.9K 1.34% 19
2022
Q4 		$3.64M Sell
59,016
-3,998
-6% -$235K 1.33% 19
2022
Q3 		$3.32M Sell
63,014
-51
-0.1% -$3K 1.34% 20
2022
Q2 		$3.71M Sell
63,065
-37
-0.1% -$2.37K 1.41% 20
2022
Q1 		$4.39M Buy
63,102
+149
+0.2% +$10.5K 1.47% 19
2021
Q4 		$4.7M Sell
62,953
-547
-0.9% -$41.1K 1.54% 19
2021
Q3 		$4.72M Hold
63,500
– – 1.68% 19
2021
Q2 		$4.75M Sell
63,500
-172
-0.3% -$13K 1.65% 20
2021
Q1 		$4.59M Buy
63,672
+1,905
+3% +$136K 1.66% 19
2020
Q4 		$4.27M Buy
61,767
+65
+0.1% +$4.2K 1.61% 18
2020
Q3 		$3.72M Sell
61,702
-38,214
-38% -$2.3M 1.57% 18
2020
Q2 		$5.71M Buy
99,916
+2,471
+3% +$134K 2.55% 17
2020
Q1 		$4.86M Buy
+97,445
New +$5.8M 3.14% 9

Other funds holding IEFA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Prism Advisors's IEFA Position: Q3 2026 in Review

Prism Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.71% in Q3 2026, selling an estimated $37.5K and leaving 53,358 shares worth $5.12M. The position accounts for 1.28% of the portfolio, ranked #23.

Prism Advisors first reported a position in IEFA in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.71M in Q2 2020. 792 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Prism Advisors held 53,358 shares of iShares Core MSCI EAFE ETF worth $5.12M as of Q3 2026.
  • Prism Advisors sold 380 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $37.5K.
  • iShares Core MSCI EAFE ETF made up 1.28% of Prism Advisors's portfolio in Q3 2026, its #23 holding.
  • Prism Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 27 quarters since.
  • Prism Advisors's iShares Core MSCI EAFE ETF position peaked at $5.71M in Q2 2020.
  • 792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.