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

Toth Financial Advisory’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	$76.3K	Buy	788 +173	+28%	+$17.1K	0.01%	332
2026 Q2	$59.4K	Hold	615	–	–	0.01%	362
2026 Q1	$55.7K	Hold	615	–	–	0.01%	350
2025 Q4	$55K	Hold	615	–	–	0.01%	341
2025 Q3	$53.7K	Buy	615 +303	+97%	+$25.7K	0.01%	341
2025 Q2	$26K	Buy	+312	New	+$24.8K	﹤0.01%	402
2022 Q1	–	Sell	-251	Closed	-$19K	–	757
2021 Q4	$19K	Buy	+251	New	+$18.9K	﹤0.01%	405

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Toth Financial Advisory's IEFA Position: Q3 2026 in Review

Toth Financial Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 28% in Q3 2026, buying an estimated $17.1K and bringing the position to 788 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #332.

Toth Financial Advisory first reported a position in IEFA in Q4 2021 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Toth Financial Advisory held 788 shares of iShares Core MSCI EAFE ETF worth $76.3K as of Q3 2026.
Toth Financial Advisory bought 173 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $17.1K.
iShares Core MSCI EAFE ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #332 holding.
Toth Financial Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 7 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.