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

Thoroughbred Financial 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 		$2.26M Sell
23,386
-399
-2% -$39.4K 0.11% 174
2026
Q2 		$2.3M Sell
23,785
-5,419
-19% -$521K 0.11% 174
2026
Q1 		$2.64M Buy
29,204
+1,252
+4% +$117K 0.16% 122
2025
Q4 		$2.5M Sell
27,952
-98
-0.3% -$8.67K 0.15% 131
2025
Q3 		$2.45M Sell
28,050
-388
-1% -$33K 0.15% 141
2025
Q2 		$2.37M Sell
28,438
-7,916
-22% -$628K 0.17% 134
2025
Q1 		$2.75M Sell
36,354
-750
-2% -$56.1K 0.17% 131
2024
Q4 		$2.61M Sell
37,104
-939
-2% -$69.3K 0.16% 129
2024
Q3 		$2.97M Buy
38,043
+128
+0.3% +$9.6K 0.19% 105
2024
Q2 		$2.75M Buy
37,915
+7,986
+27% +$588K 0.18% 107
2024
Q1 		$2.22M Sell
29,929
-8,708
-23% -$620K 0.21% 99
2023
Q4 		$2.72M Buy
38,637
+658
+2% +$43.4K 0.22% 97
2023
Q3 		$2.44M Buy
37,979
+8,162
+27% +$546K 0.24% 87
2023
Q2 		$2.01M Buy
29,817
+809
+3% +$54.9K 0.26% 90
2023
Q1 		$1.94M Buy
29,008
+936
+3% +$61.4K 0.29% 87
2022
Q4 		$1.73M Sell
28,072
-2,634
-9% -$155K 0.28% 92
2022
Q3 		$1.62M Sell
30,706
-17,006
-36% -$1000K 0.31% 83
2022
Q2 		$2.81M Sell
47,712
-1,456
-3% -$93.4K 0.52% 44
2022
Q1 		$3.42M Buy
49,168
+1,582
+3% +$112K 0.56% 39
2021
Q4 		$3.55M Buy
47,586
+1,242
+3% +$93.3K 0.74% 28
2021
Q3 		$3.44M Sell
46,344
-922
-2% -$70.1K 0.84% 24
2021
Q2 		$3.54M Buy
47,266
+13,452
+40% +$1.02M 0.89% 23
2021
Q1 		$2.44M Buy
33,814
+875
+3% +$62.5K 0.68% 34
2020
Q4 		$2.28M Buy
32,939
+3,001
+10% +$194K 0.71% 35
2020
Q3 		$1.8M Sell
29,938
-1,051
-3% -$63.4K 0.68% 37
2020
Q2 		$1.77M Sell
30,989
-330
-1% -$17.9K 0.74% 34
2020
Q1 		$1.56M Buy
31,319
+250
+0.8% +$14.9K 0.56% 47
2019
Q4 		$2.03M Buy
31,069
+1,908
+7% +$121K 0.67% 39
2019
Q3 		$1.78M Buy
+29,161
New +$1.76M 0.68% 40
2019
Q2 		– Sell
-30,052
Closed -$1.83M – 208
2019
Q1 		$1.83M Sell
30,052
-12,618
-30% -$745K 0.75% 38
2018
Q4 		$2.6M Buy
+42,670
New +$2.5M 1.28% 23

Other funds holding IEFA

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Thoroughbred Financial Services's IEFA Position: Q3 2026 in Review

Thoroughbred Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q3 2026, selling an estimated $39.4K and leaving 23,386 shares worth $2.26M. The position accounts for 0.11% of the portfolio, ranked #174.

Thoroughbred Financial Services first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.55M in Q4 2021. 1,831 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Thoroughbred Financial Services held 23,386 shares of iShares Core MSCI EAFE ETF worth $2.26M as of Q3 2026.
  • Thoroughbred Financial Services sold 399 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $39.4K.
  • iShares Core MSCI EAFE ETF made up 0.11% of Thoroughbred Financial Services's portfolio in Q3 2026, its #174 holding.
  • Thoroughbred Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Thoroughbred Financial Services's iShares Core MSCI EAFE ETF position peaked at $3.55M in Q4 2021.
  • 1,831 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.