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

PUREfi Wealth’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	$1.87M	Buy	19,299 +902	+5%	+$89K	0.87%	28
2026 Q2	$1.78M	Buy	18,397 +3,417	+23%	+$328K	0.98%	23
2026 Q1	$1.36M	Buy	14,980 +5,935	+66%	+$554K	0.89%	26
2025 Q4	$809K	Sell	9,045 -356	-4%	-$31.5K	0.62%	43
2025 Q3	$821K	Buy	9,401 +4,889	+108%	+$415K	0.63%	46
2025 Q2	$377K	Buy	4,512 +602	+15%	+$47.8K	0.3%	88
2025 Q1	$296K	Buy	3,910 +1	+0%	+$75	0.3%	97
2024 Q4	$275K	Buy	+3,909	New	+$288K	0.27%	110

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

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

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

PUREfi Wealth's IEFA Position: Q3 2026 in Review

PUREfi Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.9% in Q3 2026, buying an estimated $89K and bringing the position to 19,299 shares worth $1.87M. The position accounts for 0.87% of the portfolio, ranked #28.

PUREfi Wealth first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

PUREfi Wealth held 19,299 shares of iShares Core MSCI EAFE ETF worth $1.87M as of Q3 2026.
PUREfi Wealth bought 902 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $89K.
iShares Core MSCI EAFE ETF made up 0.87% of PUREfi Wealth's portfolio in Q3 2026, its #28 holding.
PUREfi Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.