James T. Borello RIA’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

James T. Borello RIA’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	$126K	Buy	1,303 +57	+5%	+$5.63K	0.03%	151
2026 Q2	$120K	Hold	1,246	–	–	0.03%	148
2026 Q1	$113K	Hold	1,246	–	–	0.03%	144
2025 Q4	$111K	Hold	1,246	–	–	0.03%	126
2025 Q3	$109K	Hold	1,246	–	–	0.03%	120
2025 Q2	$104K	Hold	1,246	–	–	0.03%	114
2025 Q1	$94.3K	Hold	1,246	–	–	0.03%	108
2024 Q4	$87.6K	Hold	1,246	–	–	0.03%	101
2024 Q3	$97.2K	Hold	1,246	–	–	0.04%	86
2024 Q2	$90.5K	Hold	1,246	–	–	0.04%	85
2024 Q1	$92.5K	Hold	1,246	–	–	0.04%	83
2023 Q4	$87.7K	Buy	+1,246	New	+$82.1K	0.07%	61

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

James T. Borello RIA's IEFA Position: Q3 2026 in Review

James T. Borello RIA increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.6% in Q3 2026, buying an estimated $5.63K and bringing the position to 1,303 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #151.

James T. Borello RIA first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. 963 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

James T. Borello RIA held 1,303 shares of iShares Core MSCI EAFE ETF worth $126K as of Q3 2026.
James T. Borello RIA bought 57 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $5.63K.
iShares Core MSCI EAFE ETF made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #151 holding.
James T. Borello RIA first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
963 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.