S.A. Mason
IEFA icon

S.A. Mason’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

S.A. Mason’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 		$300K Hold
3,095
– – 0.09% 178
2026
Q2 		$299K Buy
3,095
+1,370
+79% +$132K 0.09% 180
2026
Q1 		$156K Hold
1,725
– – 0.06% 223
2025
Q4 		$154K Buy
1,725
+232
+16% +$20.5K 0.06% 215
2025
Q3 		$130K Hold
1,493
– – 0.06% 227
2025
Q2 		$125K Buy
+1,493
New +$118K 0.06% 212
2020
Q2 		– Sell
-170
Closed -$8K – 330
2020
Q1 		$8K Hold
170
– – 0.01% 330
2019
Q4 		$11K Buy
+170
New +$10.8K 0.01% 339

Other funds holding IEFA

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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

S.A. Mason's IEFA Position: Q3 2026 in Review

S.A. Mason held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 3,095 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #178.

S.A. Mason first reported a position in IEFA in Q4 2019 and has held it in 8 quarters since. 867 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • S.A. Mason held 3,095 shares of iShares Core MSCI EAFE ETF worth $300K as of Q3 2026.
  • S.A. Mason left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.09% of S.A. Mason's portfolio in Q3 2026, its #178 holding.
  • S.A. Mason first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 8 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.