United Advisor Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

United Advisor Group’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	$2.67M	Buy	27,519 +1,482	+6%	+$146K	0.25%	100
2026 Q2	$2.51M	Buy	26,037 +71	+0.3%	+$6.82K	0.27%	105
2026 Q1	$2.35M	Buy	25,966 +3,827	+17%	+$357K	0.29%	93
2025 Q4	$1.98M	Sell	22,139 -454	-2%	-$40.1K	0.25%	104
2025 Q3	$1.97M	Buy	22,593 +1,326	+6%	+$113K	0.27%	92
2025 Q2	$1.78M	Buy	21,267 +6,097	+40%	+$484K	0.31%	87
2025 Q1	$1.15M	Buy	15,170 +1,578	+12%	+$118K	0.24%	101
2024 Q4	$955K	Sell	13,592 -676	-5%	-$49.9K	0.19%	127
2024 Q3	$1.11M	Buy	14,268 +6,279	+79%	+$470K	0.25%	95
2024 Q2	$580K	Buy	7,989 +1,671	+26%	+$123K	0.18%	119
2024 Q1	$469K	Buy	+6,318	New	+$450K	0.18%	123

Other funds holding IEFA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

United Advisor Group's IEFA Position: Q3 2026 in Review

United Advisor Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.7% in Q3 2026, buying an estimated $146K and bringing the position to 27,519 shares worth $2.67M. The position accounts for 0.25% of the portfolio, ranked #100.

United Advisor Group first reported a position in IEFA in Q1 2024 and has held it in 11 quarters since. 1,719 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

United Advisor Group held 27,519 shares of iShares Core MSCI EAFE ETF worth $2.67M as of Q3 2026.
United Advisor Group bought 1,482 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $146K.
iShares Core MSCI EAFE ETF made up 0.25% of United Advisor Group's portfolio in Q3 2026, its #100 holding.
United Advisor Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 11 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.