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

Spurstone 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	$2.3K	Sell	24 -6	-20%	-$592	0.03%	58
2026 Q2	$2.88K	Buy	30 +7	+30%	+$672	0.04%	57
2026 Q1	$2.08K	Sell	23 -11	-32%	-$1.03K	0.04%	42
2025 Q4	$3.04K	Hold	34	–	–	0.05%	56
2025 Q3	$2.97K	Hold	34	–	–	0.04%	70
2025 Q2	$2.84K	Hold	34	–	–	0.04%	96
2025 Q1	$2.57K	Hold	34	–	–	0.05%	63
2024 Q4	$2.39K	Buy	+34	New	+$2.51K	0.05%	57

Other funds holding IEFA

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

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

Spurstone Advisory Services's IEFA Position: Q3 2026 in Review

Spurstone Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q3 2026, selling an estimated $592 and leaving 24 shares worth $2.3K. The position accounts for 0.03% of the portfolio, ranked #58.

Spurstone Advisory Services first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.04K in Q4 2025. 1,359 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Spurstone Advisory Services held 24 shares of iShares Core MSCI EAFE ETF worth $2.3K as of Q3 2026.
Spurstone Advisory Services sold 6 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $592.
iShares Core MSCI EAFE ETF made up 0.03% of Spurstone Advisory Services's portfolio in Q3 2026, its #58 holding.
Spurstone Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Spurstone Advisory Services's iShares Core MSCI EAFE ETF position peaked at $3.04K in Q4 2025.
1,359 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.