Twin Peaks Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$161K Buy
+1,773
New +$165K 0.04% 219
2025
Q3
Sell
-1,980
Closed -$169K 1083
2025
Q2
$169K Sell
1,980
-1,063
-35% -$84.4K 0.05% 169
2025
Q1
$228K Sell
3,043
-669
-18% -$50K 0.1% 127
2024
Q4
$261K Buy
3,712
+708
+24% +$52.2K 0.11% 117
2024
Q3
$234K Buy
3,004
+56
+2% +$4.19K 0.11% 117
2024
Q2
$214K Sell
2,948
-588
-17% -$43.3K 0.11% 122
2024
Q1
$262K Sell
3,536
-1,651
-32% -$118K 0.15% 110
2023
Q4
$365K Buy
+5,187
New +$342K 0.23% 85

Other funds holding IEFA

Twin Peaks Wealth Advisors's IEFA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 1,773 shares worth $161K. The stake represents 0.04% of the portfolio and ranks #219 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IEFA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 8 quarters since. The position peaked at $365K in Q4 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,773 shares of iShares Core MSCI EAFE ETF worth $161K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #219 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 8 quarters since.
  • Twin Peaks Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $365K in Q4 2023.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.