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RFG - Bristol Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RFG - Bristol Wealth 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
2025
Q3 		– Sell
-3,006
Closed -$251K – 183
2025
Q2 		$251K Buy
+3,006
New +$239K 0.08% 156

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RFG - Bristol Wealth Advisors's IEFA Position: Q3 2025 in Review

RFG - Bristol Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 3,006 shares — an estimated $251K sold.

RFG - Bristol Wealth Advisors first reported a position in IEFA in Q2 2025 and held it in 1 quarter. The position peaked at $251K in Q2 2025. 2,136 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • RFG - Bristol Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 3,006 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $251K.
  • RFG - Bristol Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and held it in 1 quarter.
  • RFG - Bristol Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $251K in Q2 2025.
  • 2,136 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.