Envision Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Envision Financial’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 Q2	$2.25M	Sell	23,331 -3,334	-13%	-$320K	1.04%	23
2026 Q1	$2.41M	Sell	26,665 -2,106	-7%	-$197K	1.3%	22
2025 Q4	$2.57M	Buy	28,771 +1,401	+5%	+$124K	1.36%	21
2025 Q3	$2.39M	Sell	27,370 -465	-2%	-$39.5K	1.37%	22
2025 Q2	$2.32M	Buy	27,835 +2,798	+11%	+$222K	1.55%	19
2025 Q1	$1.89M	Buy	25,037 +38	+0.2%	+$2.84K	1.43%	22
2024 Q4	$1.76M	Buy	+24,999	New	+$1.84M	1.41%	22

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envision Financial's IEFA Position: Q2 2026 in Review

Envision Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $320K and leaving 23,331 shares worth $2.25M. The position accounts for 1.04% of the portfolio, ranked #23.

Envision Financial first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Envision Financial held 23,331 shares of iShares Core MSCI EAFE ETF worth $2.25M as of Q2 2026.
Envision Financial sold 3,334 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $320K.
iShares Core MSCI EAFE ETF made up 1.04% of Envision Financial's portfolio in Q2 2026, its #23 holding.
Envision Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's iShares Core MSCI EAFE ETF position peaked at $2.57M in Q4 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.