Weaver Consulting Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Weaver Consulting 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	$399K	Buy	4,118 +1,340	+48%	+$132K	0.08%	204
2026 Q2	$268K	Buy	2,778 +205	+8%	+$19.7K	0.06%	245
2026 Q1	$233K	Buy	2,573 +71	+3%	+$6.63K	0.06%	252
2025 Q4	$224K	Hold	2,502	–	–	0.05%	250
2025 Q3	$218K	Hold	2,502	–	–	0.06%	242
2025 Q2	$209K	Buy	+2,502	New	+$199K	0.06%	230
2020 Q4	–	Sell	-551	Closed	-$33K	–	479
2020 Q3	$33K	Buy	551 +92	+20%	+$5.55K	0.02%	325
2020 Q2	$26K	Sell	459 -128	-22%	-$6.94K	0.02%	349
2020 Q1	$29K	Sell	587 -395	-40%	-$23.5K	0.02%	280
2019 Q4	$60K	Hold	982	–	–	0.03%	217
2019 Q3	$60K	Buy	982 +322	+49%	+$19.4K	0.03%	210
2019 Q2	$41K	Sell	660 -9	-1%	-$551	0.02%	241
2019 Q1	$41K	Buy	+669	New	+$39.5K	0.01%	531

Other funds holding IEFA

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

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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Weaver Consulting Group's IEFA Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 48% in Q3 2026, buying an estimated $132K and bringing the position to 4,118 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #204.

Weaver Consulting Group first reported a position in IEFA in Q1 2019 and has held it in 13 quarters since. 1,009 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Weaver Consulting Group held 4,118 shares of iShares Core MSCI EAFE ETF worth $399K as of Q3 2026.
Weaver Consulting Group bought 1,340 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $132K.
iShares Core MSCI EAFE ETF made up 0.08% of Weaver Consulting Group's portfolio in Q3 2026, its #204 holding.
Weaver Consulting Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 13 quarters since.
1,009 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.