Foster Victor Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Foster Victor Wealth Advisors’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	$278K	Sell	2,872 -100	-3%	-$9.61K	0.01%	219
2026 Q1	$287K	Buy	2,972 +9	+0.3%	+$840	0.02%	211
2025 Q4	$275K	Hold	2,963	–	–	0.02%	206
2025 Q3	$263K	Sell	2,963 -19	-0.6%	-$1.61K	0.02%	188
2025 Q2	$250K	Buy	+2,982	New	+$237K	0.02%	175
2022 Q4	–	Sell	-4,792	Closed	-$260K	–	166
2022 Q3	$260K	Sell	4,792 -152	-3%	-$8.94K	0.04%	123
2022 Q2	$286K	Sell	4,944 -191	-4%	-$12.3K	0.04%	115
2022 Q1	$353K	Buy	+5,135	New	+$363K	0.05%	104

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

Foster Victor Wealth Advisors's IEFA Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, selling an estimated $9.61K and leaving 2,872 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #219.

Foster Victor Wealth Advisors first reported a position in IEFA in Q1 2022 and has held it in 8 quarters since. The position peaked at $353K in Q1 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Foster Victor Wealth Advisors held 2,872 shares of iShares Core MSCI EAFE ETF worth $278K as of Q2 2026.
Foster Victor Wealth Advisors sold 100 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.61K.
iShares Core MSCI EAFE ETF made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #219 holding.
Foster Victor Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 8 quarters since.
Foster Victor Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $353K in Q1 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.