Private Client Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Client 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	$26.8M	Buy	276,781 +27,276	+11%	+$2.69M	7.2%	2
2026 Q2	$24.1M	Buy	249,505 +17,736	+8%	+$1.7M	6.32%	2
2026 Q1	$21M	Buy	231,769 +8,111	+4%	+$757K	6.27%	2
2025 Q4	$20M	Buy	223,658 +39,253	+21%	+$3.47M	6.25%	2
2025 Q3	$16.1M	Buy	184,405 +62,744	+52%	+$5.33M	5.39%	2
2025 Q2	$10.2M	Buy	121,661 +35,017	+40%	+$2.78M	3.96%	2
2025 Q1	$6.55M	Buy	86,644 +37,036	+75%	+$2.77M	3.24%	4
2024 Q4	$3.49M	Sell	49,608 -19,812	-29%	-$1.46M	1.87%	11
2024 Q3	$5.42M	Buy	69,420 +11,492	+20%	+$860K	2.91%	6
2024 Q2	$4.21M	Buy	57,928 +8,622	+17%	+$634K	2.64%	8
2024 Q1	$3.66M	Buy	49,306 +5,613	+13%	+$400K	2.46%	7
2023 Q4	$3.07M	Buy	+43,693	New	+$2.88M	2.52%	7

Other funds holding IEFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Private Client Services's IEFA Position: Q3 2026 in Review

Private Client Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q3 2026, buying an estimated $2.69M and bringing the position to 276,781 shares worth $26.8M. The position accounts for 7.2% of the portfolio, ranked #2.

Private Client Services first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. 206 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Private Client Services held 276,781 shares of iShares Core MSCI EAFE ETF worth $26.8M as of Q3 2026.
Private Client Services bought 27,276 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.69M.
iShares Core MSCI EAFE ETF made up 7.2% of Private Client Services's portfolio in Q3 2026, its #2 holding.
Private Client Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
206 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.