SWP Financial
IEFA icon

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

SWP Financial’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 		$3.37M Sell
34,801
-659
-2% -$65.1K 1.56% 14
2026
Q2 		$3.42M Sell
35,460
-4,292
-11% -$412K 1.58% 15
2026
Q1 		$3.6M Buy
39,752
+2,678
+7% +$250K 1.84% 18
2025
Q4 		$3.32M Buy
37,074
+2,136
+6% +$189K 1.66% 20
2025
Q3 		$3.05M Buy
34,938
+2,726
+8% +$232K 1.55% 19
2025
Q2 		$2.69M Buy
32,212
+363
+1% +$28.8K 1.48% 20
2025
Q1 		$2.41M Sell
31,849
-1,052
-3% -$78.7K 1.47% 19
2024
Q4 		$2.31M Sell
32,901
-109,242
-77% -$8.06M 1.4% 21
2024
Q3 		$11.1M Buy
142,143
+4,665
+3% +$349K 6.77% 5
2024
Q2 		$10M Buy
137,478
+35,709
+35% +$2.63M 6.6% 5
2024
Q1 		$7.52M Sell
101,769
-645
-0.6% -$45.9K 5.27% 7
2023
Q4 		$7.2M Buy
+102,414
New +$6.75M 5.59% 7

Other funds holding IEFA

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

SWP Financial's IEFA Position: Q3 2026 in Review

SWP Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q3 2026, selling an estimated $65.1K and leaving 34,801 shares worth $3.37M. The position accounts for 1.56% of the portfolio, ranked #14.

SWP Financial first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.1M in Q3 2024. 2,095 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • SWP Financial held 34,801 shares of iShares Core MSCI EAFE ETF worth $3.37M as of Q3 2026.
  • SWP Financial sold 659 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $65.1K.
  • iShares Core MSCI EAFE ETF made up 1.56% of SWP Financial's portfolio in Q3 2026, its #14 holding.
  • SWP Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • SWP Financial's iShares Core MSCI EAFE ETF position peaked at $11.1M in Q3 2024.
  • 2,095 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.