SwitchPoint Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SwitchPoint Financial Planning’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	$1.28M	Buy	+13,240	New	+$1.31M	0.71%	32

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

SwitchPoint Financial Planning's IEFA Position: Q3 2026 in Review

SwitchPoint Financial Planning opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 13,240 shares worth $1.28M. The stake represents 0.71% of the portfolio and ranks #32 among its holdings.

1,271 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

SwitchPoint Financial Planning held 13,240 shares of iShares Core MSCI EAFE ETF worth $1.28M as of Q3 2026.
iShares Core MSCI EAFE ETF was a new SwitchPoint Financial Planning position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.71% of SwitchPoint Financial Planning's portfolio in Q3 2026, its #32 holding.
1,271 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.