World Equity Group
IEFA icon

World Equity Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

World Equity 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 		– Sell
-2,398
Closed -$232K – 318
2026
Q2 		$232K Sell
2,398
-179
-7% -$17.2K 0.05% 350
2026
Q1 		$233K Sell
2,577
-1,554
-38% -$145K 0.06% 337
2025
Q4 		$370K Buy
4,131
+1,211
+41% +$107K 0.1% 217
2025
Q3 		$255K Buy
+2,920
New +$248K 0.06% 301

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Stairway Partners
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Connecticut Wealth Management
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Prime Capital Investment Advisors
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OpenArc Corporate Advisory
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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
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

World Equity Group's IEFA Position: Q3 2026 in Review

World Equity Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2026, closing a stake of 2,398 shares — an estimated $232K sold.

World Equity Group first reported a position in IEFA in Q3 2025 and held it in 4 quarters. The position peaked at $370K in Q4 2025. 867 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • World Equity Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 2,398 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $232K.
  • World Equity Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and held it in 4 quarters.
  • World Equity Group's iShares Core MSCI EAFE ETF position peaked at $370K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.