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

Retirement Wealth Solutions’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 		$1.62M Sell
16,766
-70
-0.4% -$6.91K 0.86% 25
2026
Q2 		$1.63M Buy
16,836
+551
+3% +$52.9K 0.9% 24
2026
Q1 		$1.47M Sell
16,285
-100
-0.6% -$9.33K 0.93% 24
2025
Q4 		$1.47M Buy
16,385
+894
+6% +$79.1K 0.93% 25
2025
Q3 		$1.35M Sell
15,491
-193
-1% -$16.4K 0.89% 25
2025
Q2 		$1.31M Sell
15,684
-1,794
-10% -$142K 0.96% 24
2025
Q1 		$1.32M Sell
17,478
-245
-1% -$18.3K 1.07% 22
2024
Q4 		$1.24M Buy
+17,723
New +$1.31M 1.05% 21

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Wealth Solutions's IEFA Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.42% in Q3 2026, selling an estimated $6.91K and leaving 16,766 shares worth $1.62M. The position accounts for 0.86% of the portfolio, ranked #25.

Retirement Wealth Solutions first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q2 2026. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Retirement Wealth Solutions held 16,766 shares of iShares Core MSCI EAFE ETF worth $1.62M as of Q3 2026.
  • Retirement Wealth Solutions sold 70 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $6.91K.
  • iShares Core MSCI EAFE ETF made up 0.86% of Retirement Wealth Solutions's portfolio in Q3 2026, its #25 holding.
  • Retirement Wealth Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's iShares Core MSCI EAFE ETF position peaked at $1.63M in Q2 2026.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.