TL Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TL Private 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	$1.34M	Sell	13,899 -27	-0.2%	-$2.66K	0.48%	14
2026 Q2	$1.35M	Buy	13,926 +123	+0.9%	+$11.8K	0.5%	12
2026 Q1	$1.32M	Sell	13,803 -157	-1%	-$14.7K	0.52%	12
2025 Q4	$1.29M	Sell	13,960 -201	-1%	-$17.8K	0.5%	12
2025 Q3	$1.23M	Sell	14,161 -454	-3%	-$38.6K	0.49%	12
2025 Q2	$1.21M	Sell	14,615 -77	-0.5%	-$6.11K	0.5%	12
2025 Q1	$997K	Sell	14,692 -257	-2%	-$19.2K	0.49%	12
2024 Q4	$1.06M	Buy	14,949 +170	+1%	+$12.5K	0.47%	12
2024 Q3	$1.13M	Hold	14,779	–	–	0.51%	13
2024 Q2	$1.12M	Buy	14,779 +72	+0.5%	+$5.3K	0.5%	12
2024 Q1	$1.09M	Buy	14,707 +29	+0.2%	+$2.06K	0.54%	11
2023 Q4	$1.03M	Buy	14,678 +600	+4%	+$39.5K	0.53%	13
2023 Q3	$898K	Sell	14,078 -484	-3%	-$32.4K	0.51%	14
2023 Q2	$967K	Buy	14,562 +125	+0.9%	+$8.48K	0.54%	14
2023 Q1	$965K	Sell	14,437 -440	-3%	-$28.8K	0.55%	15
2022 Q4	$955K	Buy	14,877 +545	+4%	+$32.1K	0.56%	16
2022 Q3	$761K	Sell	14,332 -1,222	-8%	-$71.9K	0.47%	16
2022 Q2	$899K	Buy	15,554 +175	+1%	+$11.2K	0.52%	16
2022 Q1	$1.05M	Buy	15,379 +520	+3%	+$36.8K	0.55%	14
2021 Q4	$1.06M	Buy	14,859 +267	+2%	+$20.1K	0.6%	13
2021 Q3	$1.12M	Sell	14,592 -28	-0.2%	-$2.13K	0.61%	13
2021 Q2	$1.09M	Buy	14,620 +755	+5%	+$57K	0.64%	13
2021 Q1	$1.02M	Buy	13,865 +1,438	+12%	+$103K	0.63%	13
2020 Q4	$888K	Buy	12,427 +168	+1%	+$10.9K	0.56%	15
2020 Q3	$766K	Buy	12,259 +193	+2%	+$11.6K	0.54%	15
2020 Q2	$727K	Sell	12,066 -11,775	-49%	-$638K	0.58%	15
2020 Q1	$1.24M	Sell	23,841 -19,692	-45%	-$1.17M	1.13%	12
2019 Q4	$2.82M	Buy	+43,533	New	+$2.76M	2.44%	11

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TL Private Wealth's IEFA Position: Q3 2026 in Review

TL Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.19% in Q3 2026, selling an estimated $2.66K and leaving 13,899 shares worth $1.34M. The position accounts for 0.48% of the portfolio, ranked #14.

TL Private Wealth first reported a position in IEFA in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.82M in Q4 2019. 792 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

TL Private Wealth held 13,899 shares of iShares Core MSCI EAFE ETF worth $1.34M as of Q3 2026.
TL Private Wealth sold 27 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.66K.
iShares Core MSCI EAFE ETF made up 0.48% of TL Private Wealth's portfolio in Q3 2026, its #14 holding.
TL Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
TL Private Wealth's iShares Core MSCI EAFE ETF position peaked at $2.82M in Q4 2019.
792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.