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

Waldron 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	$10M	Buy	103,055 +849	+0.8%	+$83.8K	0.35%	42
2026 Q2	$9.9M	Sell	102,206 -396	-0.4%	-$38K	0.34%	42
2026 Q1	$9.29M	Sell	102,602 -290	-0.3%	-$27.1K	0.36%	37
2025 Q4	$9.2M	Sell	102,892 -29	-0%	-$2.56K	0.36%	40
2025 Q3	$8.99M	Buy	102,921 +687	+0.7%	+$58.4K	0.36%	40
2025 Q2	$8.53M	Buy	102,234 +840	+0.8%	+$66.7K	0.37%	39
2025 Q1	$7.67M	Sell	101,394 -5,825	-5%	-$436K	0.36%	38
2024 Q4	$7.54M	Buy	107,219 +363	+0.3%	+$26.8K	0.3%	47
2024 Q3	$8.34M	Buy	106,856 +1,765	+2%	+$132K	0.35%	42
2024 Q2	$7.63M	Sell	105,091 -1,561	-1%	-$115K	0.34%	43
2024 Q1	$7.92M	Buy	106,652 +8,890	+9%	+$633K	0.36%	43
2023 Q4	$6.88M	Sell	97,762 -1,601	-2%	-$106K	0.33%	43
2023 Q3	$6.39M	Buy	99,363 +395	+0.4%	+$26.4K	0.33%	44
2023 Q2	$6.68M	Sell	98,968 -156,640	-61%	-$10.6M	0.33%	43
2023 Q1	$17.1M	Buy	255,608 +52,355	+26%	+$3.43M	0.83%	27
2022 Q4	$10.7M	Hold	203,253	–	–	0.67%	35
2022 Q3	$10.7M	Buy	203,253 +15,700	+8%	+$923K	0.67%	35
2022 Q2	$11M	Buy	187,553 +38,908	+26%	+$2.5M	0.62%	38
2022 Q1	$10.3M	Buy	148,645 +17,127	+13%	+$1.21M	0.53%	40
2021 Q4	$9.8M	Buy	131,518 +1,953	+2%	+$147K	0.48%	42
2021 Q3	$9.6M	Buy	129,565 +2,106	+2%	+$160K	0.56%	37
2021 Q2	$9.5M	Buy	127,459 +3,123	+3%	+$236K	0.61%	32
2021 Q1	$8.96M	Sell	124,336 -1,121	-0.9%	-$80.1K	0.62%	31
2020 Q4	$8.67M	Buy	125,457 +2,144	+2%	+$139K	0.64%	31
2020 Q3	$7.43M	Buy	123,313 +9,645	+8%	+$582K	0.64%	31
2020 Q2	$6.5M	Buy	113,668 +11,196	+11%	+$607K	0.57%	33
2020 Q1	$5.11M	Buy	+102,472	New	+$6.1M	0.54%	38
2016 Q3	–	Sell	-7,500	Closed	-$389K	–	153
2016 Q2	$389K	Buy	+7,500	New	+$401K	0.14%	72

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Waldron Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.83% in Q3 2026, buying an estimated $83.8K and bringing the position to 103,055 shares worth $10M. The position accounts for 0.35% of the portfolio, ranked #42.

Waldron Private Wealth first reported a position in IEFA in Q2 2016 and has held it in 28 quarters since. The position peaked at $17.1M in Q1 2023. 1,429 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Waldron Private Wealth held 103,055 shares of iShares Core MSCI EAFE ETF worth $10M as of Q3 2026.
Waldron Private Wealth bought 849 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $83.8K.
iShares Core MSCI EAFE ETF made up 0.35% of Waldron Private Wealth's portfolio in Q3 2026, its #42 holding.
Waldron Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 28 quarters since.
Waldron Private Wealth's iShares Core MSCI EAFE ETF position peaked at $17.1M in Q1 2023.
1,429 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.