Wealth Forward LLC
IEFA icon

Wealth Forward LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealth Forward LLC’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 		$274K Hold
2,826
– – 0.12% 46
2026
Q2 		$273K Hold
2,826
– – 0.14% 43
2026
Q1 		$256K Hold
2,826
– – 0.14% 38
2025
Q4 		$253K Hold
2,826
– – 0.14% 40
2025
Q3 		$247K Hold
2,826
– – 0.14% 36
2025
Q2 		$236K Hold
2,826
– – 0.16% 30
2025
Q1 		$214K Buy
+2,826
New +$211K 0.15% 31
2024
Q4 		– Sell
-2,826
Closed -$221K – 31
2024
Q3 		$221K Hold
2,826
– – 0.15% 31
2024
Q2 		$205K Hold
2,826
– – 0.16% 31
2024
Q1 		$210K Buy
+2,826
New +$201K 0.17% 31

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SignatureFD
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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Wealth Forward LLC's IEFA Position: Q3 2026 in Review

Wealth Forward LLC held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 2,826 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #46.

Wealth Forward LLC first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 948 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Wealth Forward LLC held 2,826 shares of iShares Core MSCI EAFE ETF worth $274K as of Q3 2026.
  • Wealth Forward LLC left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.12% of Wealth Forward LLC's portfolio in Q3 2026, its #46 holding.
  • Wealth Forward LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 948 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.