Spectrum Planning & Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Spectrum Planning & Advisory Services’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	$1.88M	Buy	+19,375	New	+$1.91M	0.8%	37

Other funds holding IEFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Spectrum Planning & Advisory Services's IEFA Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 19,375 shares worth $1.88M. The stake represents 0.8% of the portfolio and ranks #37 among its holdings.

1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Spectrum Planning & Advisory Services held 19,375 shares of iShares Core MSCI EAFE ETF worth $1.88M as of Q3 2026.
iShares Core MSCI EAFE ETF was a new Spectrum Planning & Advisory Services position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.8% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #37 holding.
1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.