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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 494 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.
494 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.