Mission Wealth Management 13F: Cuts IEFA Stake by $55M

Mission Wealth Management trimmed its exposure to the iShares Core MSCI EAFE ETF IEFA, according to a Form 13F filing with the Securities and Exchange Commission on October 15, 2026. Institutional investors like money managers file these reports every quarter to disclose their stock holdings to the public.

What Changed in Mission Wealth Management's iShares Core MSCI EAFE ETF Position

During the quarter, Mission Wealth Management cut its holdings by 563771 shares, which translates to a 31.3% decrease. The firm wrapped up the period with 1236252 shares of the exchange-traded fund. Based on the filing details, the remaining stake carried a reported value of $119768142.0. Because 13F reports look backward at the end of a quarter, this filing shows past positioning and might not reflect what the fund holds today.

iShares Core MSCI EAFE ETF Stock Down 0.2%

The fund recently traded around $96.43 as of October 16, 2026. The shares sit below their 50-day moving average of $98.98 and above their 200-day moving average of $96.03. Over the past year, the stock has traded in a 52-week range between a low of $85.03 and a high of $101.44. The fund carries an annual dividend yield of 3.4% and sports a price-to-earnings ratio of 16.89.

Dividend

The iShares Core MSCI EAFE ETF offers an annual dividend yield of 3.4%. Income-focused investors often look at international funds like this one for regular portfolio payouts derived from overseas stock markets.

About iShares Core MSCI EAFE ETF

The fund generally invests at least 80% of its assets in component securities of its underlying index and other investments with identical economic characteristics. This index tracks large-, mid-, and small-capitalization equity performance across Europe, Australasia, and the Far East, giving investors broad exposure to developed international markets outside of North America.

Bottom Line

Investors tracking institutional moves should remember that 13F filings offer a delayed snapshot of portfolio choices from the end of the quarter and might not match current positions. Observers will want to watch for the next round of SEC disclosures to see if wealth managers continue trimming international exposure or reverse course. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.