Sincerus Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sincerus Advisory’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	$245K	Buy	2,527 +154	+6%	+$15.2K	0.16%	74
2026 Q2	$229K	Buy	2,373 +9	+0.4%	+$864	0.16%	76
2026 Q1	$214K	Hold	2,364	–	–	0.16%	74
2025 Q4	$211K	Buy	2,364 +11	+0.5%	+$973	0.17%	70
2025 Q3	$205K	Buy	+2,353	New	+$200K	0.18%	68

Other funds holding IEFA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sincerus Advisory's IEFA Position: Q3 2026 in Review

Sincerus Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.5% in Q3 2026, buying an estimated $15.2K and bringing the position to 2,527 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #74.

Sincerus Advisory first reported a position in IEFA in Q3 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Sincerus Advisory held 2,527 shares of iShares Core MSCI EAFE ETF worth $245K as of Q3 2026.
Sincerus Advisory bought 154 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $15.2K.
iShares Core MSCI EAFE ETF made up 0.16% of Sincerus Advisory's portfolio in Q3 2026, its #74 holding.
Sincerus Advisory first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 5 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.