Tower View Wealth Management
IEFA icon

Tower View Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tower View Wealth Management’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 		$18.1K Hold
186
– – 0.01% 126
2026
Q2 		$18K Buy
186
+3
+2% +$288 0.01% 137
2026
Q1 		$16.6K Hold
183
– – 0.01% 133
2025
Q4 		$16.4K Buy
183
+3
+2% +$265 0.01% 116
2025
Q3 		$15.7K Hold
180
– – 0.01% 115
2025
Q2 		$15K Buy
180
+3
+2% +$238 0.01% 130
2025
Q1 		$13.4K Sell
177
-86
-33% -$6.43K 0.01% 125
2024
Q4 		$18.5K Buy
263
+89
+51% +$6.57K 0.01% 108
2024
Q3 		$13.6K Hold
174
– – 0.01% 121
2024
Q2 		$12.6K Hold
174
– – 0.01% 122
2024
Q1 		$12.9K Buy
+174
New +$12.4K 0.01% 125
2021
Q4 		– Sell
-39
Closed -$3K – 207
2021
Q3 		$3K Hold
39
– – ﹤0.01% 210
2021
Q2 		$3K Buy
39
+1
+3% +$75 ﹤0.01% 162
2021
Q1 		$3K Buy
+38
New +$2.72K ﹤0.01% 173

Other funds holding IEFA

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Tower View Wealth Management's IEFA Position: Q3 2026 in Review

Tower View Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 186 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #126.

Tower View Wealth Management first reported a position in IEFA in Q1 2021 and has held it in 14 quarters since. The position peaked at $18.5K in Q4 2024. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Tower View Wealth Management held 186 shares of iShares Core MSCI EAFE ETF worth $18.1K as of Q3 2026.
  • Tower View Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.01% of Tower View Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Tower View Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 14 quarters since.
  • Tower View Wealth Management's iShares Core MSCI EAFE ETF position peaked at $18.5K in Q4 2024.
  • 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.