SSW
IEFA icon

Stone Summit Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stone Summit Wealth’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 		$1.96M Sell
20,191
-70
-0.3% -$6.91K 0.53% 54
2026
Q2 		$1.96M Buy
20,261
+57
+0.3% +$5.48K 0.5% 56
2026
Q1 		$1.83M Buy
20,204
+6,910
+52% +$645K 0.51% 56
2025
Q4 		$1.19M Sell
13,294
-329
-2% -$29.1K 0.32% 65
2025
Q3 		$1.19M Sell
13,623
-635
-4% -$54K 0.34% 64
2025
Q2 		$1.19M Sell
14,258
-98
-0.7% -$7.78K 0.37% 68
2025
Q1 		$1.09M Hold
14,356
– – 0.37% 69
2024
Q4 		$1.01M Sell
14,356
-271
-2% -$20K 0.34% 70
2024
Q3 		$1.14M Buy
14,627
+327
+2% +$24.5K 0.37% 71
2024
Q2 		$1.04M Buy
14,300
+94
+0.7% +$6.92K 0.37% 68
2024
Q1 		$1.05M Sell
14,206
-202
-1% -$14.4K 0.37% 71
2023
Q4 		$1.01M Sell
14,408
-866
-6% -$57.1K 0.39% 72
2023
Q3 		$983K Buy
15,274
+1,545
+11% +$103K 0.42% 71
2023
Q2 		$927K Buy
13,729
+334
+2% +$22.7K 0.38% 71
2023
Q1 		$895K Buy
13,395
+545
+4% +$35.7K 0.4% 69
2022
Q4 		$792K Buy
12,850
+1,031
+9% +$60.7K 0.39% 73
2022
Q3 		$622K Buy
11,819
+1,236
+12% +$72.7K 0.38% 72
2022
Q2 		$623K Sell
10,583
-316
-3% -$20.3K 0.37% 69
2022
Q1 		$766K Buy
10,899
+4,369
+67% +$309K 0.43% 68
2021
Q4 		$489K Buy
+6,530
New +$491K 0.4% 79

Other funds holding IEFA

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stone Summit Wealth's IEFA Position: Q3 2026 in Review

Stone Summit Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.35% in Q3 2026, selling an estimated $6.91K and leaving 20,191 shares worth $1.96M. The position accounts for 0.53% of the portfolio, ranked #54.

Stone Summit Wealth first reported a position in IEFA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.96M in Q2 2026. 649 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Stone Summit Wealth held 20,191 shares of iShares Core MSCI EAFE ETF worth $1.96M as of Q3 2026.
  • Stone Summit Wealth sold 70 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $6.91K.
  • iShares Core MSCI EAFE ETF made up 0.53% of Stone Summit Wealth's portfolio in Q3 2026, its #54 holding.
  • Stone Summit Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's iShares Core MSCI EAFE ETF position peaked at $1.96M in Q2 2026.
  • 649 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.