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

Selective Wealth Management’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	$776K	Sell	8,032 -159	-2%	-$15.7K	0.18%	57
2026 Q2	$788K	Buy	8,191 +317	+4%	+$30.4K	0.21%	53
2026 Q1	$735K	Buy	7,874 +73	+0.9%	+$6.81K	0.22%	54
2025 Q4	$722K	Buy	7,801 +37	+0.5%	+$3.27K	0.23%	45
2025 Q3	$685K	Hold	7,764	–	–	0.22%	48
2025 Q2	$651K	Hold	7,764	–	–	0.24%	46
2025 Q1	$570K	Hold	7,764	–	–	0.25%	51
2024 Q4	$542K	Buy	7,764 +160	+2%	+$11.8K	0.22%	56
2024 Q3	$581K	Sell	7,604 -51	-0.7%	-$3.82K	0.24%	53
2024 Q2	$564K	Buy	7,655 +188	+3%	+$13.8K	0.25%	55
2024 Q1	$544K	Buy	+7,467	New	+$532K	0.24%	58
2022 Q4	–	Sell	-224	Closed	-$12K	–	396
2022 Q3	$12K	Buy	+224	New	+$13.2K	0.01%	493
2020 Q3	–	Sell	-920	Closed	-$53K	–	358
2020 Q2	$53K	Buy	920 +152	+20%	+$8.24K	0.04%	101
2020 Q1	$38K	Hold	768	–	–	0.06%	74
2019 Q4	$50K	Hold	768	–	–	0.06%	79
2019 Q3	$47K	Buy	+768	New	+$46.4K	0.06%	80

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Selective Wealth Management's IEFA Position: Q3 2026 in Review

Selective Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q3 2026, selling an estimated $15.7K and leaving 8,032 shares worth $776K. The position accounts for 0.18% of the portfolio, ranked #57.

Selective Wealth Management first reported a position in IEFA in Q3 2019 and has held it in 16 quarters since. The position peaked at $788K in Q2 2026. 1,145 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Selective Wealth Management held 8,032 shares of iShares Core MSCI EAFE ETF worth $776K as of Q3 2026.
Selective Wealth Management sold 159 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $15.7K.
iShares Core MSCI EAFE ETF made up 0.18% of Selective Wealth Management's portfolio in Q3 2026, its #57 holding.
Selective Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 16 quarters since.
Selective Wealth Management's iShares Core MSCI EAFE ETF position peaked at $788K in Q2 2026.
1,145 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.