RVW Wealth
IEFA icon

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

RVW 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 		$717K Buy
7,399
+115
+2% +$11.4K 0.05% 99
2026
Q2 		$703K Buy
7,284
+45
+0.6% +$4.32K 0.05% 93
2026
Q1 		$655K Buy
7,239
+100
+1% +$9.33K 0.05% 96
2025
Q4 		$639K Buy
7,139
+85
+1% +$7.52K 0.05% 94
2025
Q3 		$616K Hold
7,054
– – 0.05% 91
2025
Q2 		$589K Buy
7,054
+325
+5% +$25.8K 0.05% 88
2025
Q1 		$509K Sell
6,729
-807
-11% -$60.3K 0.05% 89
2024
Q4 		$530K Hold
7,536
– – 0.05% 86
2024
Q3 		$588K Hold
7,536
– – 0.05% 86
2024
Q2 		$547K Hold
7,536
– – 0.05% 84
2024
Q1 		$559K Hold
7,536
– – 0.06% 86
2023
Q4 		$530K Sell
7,536
-4,280
-36% -$282K 0.06% 91
2023
Q3 		$760K Hold
11,816
– – 0.09% 76
2023
Q2 		$798K Sell
11,816
-63
-0.5% -$4.27K 0.09% 80
2023
Q1 		$794K Sell
11,879
-696
-6% -$45.6K 0.1% 82
2022
Q4 		$775K Sell
12,575
-425
-3% -$25K 0.1% 83
2022
Q3 		$685K Buy
13,000
+4,701
+57% +$276K 0.1% 85
2022
Q2 		$488K Sell
8,299
-6,549
-44% -$420K 0.07% 94
2022
Q1 		$1.03M Buy
14,848
+6,151
+71% +$435K 0.12% 71
2021
Q4 		$649K Buy
8,697
+116
+1% +$8.72K 0.07% 83
2021
Q3 		$1M Buy
8,581
+3,227
+60% +$245K 0.12% 70
2021
Q2 		$0 Buy
5,354
+680
+15% +$51.3K ﹤0.01% 94
2021
Q1 		$1M Sell
4,674
-26
-0.6% -$1.86K 0.13% 77
2020
Q4 		$1M Hold
4,700
– – 0.15% 70
2020
Q3 		$283K Hold
4,700
– – 0.05% 85
2020
Q2 		$269K Sell
4,700
-3,811
-45% -$207K 0.05% 82
2020
Q1 		$425K Sell
8,511
-41,628
-83% -$2.48M 0.1% 76
2019
Q4 		$3.27M Sell
50,139
-482
-1% -$30.6K 0.72% 34
2019
Q3 		$3.09M Buy
+50,621
New +$3.06M 0.74% 34

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 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

RVW Wealth's IEFA Position: Q3 2026 in Review

RVW Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q3 2026, buying an estimated $11.4K and bringing the position to 7,399 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #99.

RVW Wealth first reported a position in IEFA in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.27M in Q4 2019. 1,186 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • RVW Wealth held 7,399 shares of iShares Core MSCI EAFE ETF worth $717K as of Q3 2026.
  • RVW Wealth bought 115 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $11.4K.
  • iShares Core MSCI EAFE ETF made up 0.05% of RVW Wealth's portfolio in Q3 2026, its #99 holding.
  • RVW Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 29 quarters since.
  • RVW Wealth's iShares Core MSCI EAFE ETF position peaked at $3.27M in Q4 2019.
  • 1,186 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.