SBK Financial
IEFA icon

SBK Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SBK Financial’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 		$51.2K Hold
529
– – 0.02% 116
2026
Q2 		$51.1K Buy
529
+54
+11% +$5.19K 0.03% 128
2026
Q1 		$43K Buy
+475
New +$44.3K 0.04% 121

Other funds holding IEFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SBK Financial's IEFA Position: Q3 2026 in Review

SBK Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 529 shares worth $51.2K. The position accounts for 0.02% of the portfolio, ranked #116.

SBK Financial first reported a position in IEFA in Q1 2026 and has held it in 3 quarters since. 2,051 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • SBK Financial held 529 shares of iShares Core MSCI EAFE ETF worth $51.2K as of Q3 2026.
  • SBK Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of SBK Financial's portfolio in Q3 2026, its #116 holding.
  • SBK Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • 2,051 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.