MontVue Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MontVue Capital Management’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	$505K	Sell	5,226 -71	-1%	-$6.82K	0.29%	45
2026 Q1	$480K	Sell	5,297 -514	-9%	-$48K	0.33%	38
2025 Q4	$520K	Hold	5,811	–	–	0.35%	37
2025 Q3	$507K	Sell	5,811 -196	-3%	-$16.7K	0.34%	38
2025 Q2	$501K	Hold	6,007	–	–	0.36%	38
2025 Q1	$454K	Sell	6,007 -141	-2%	-$10.5K	0.36%	39
2024 Q4	$432K	Hold	6,148	–	–	0.33%	39
2024 Q3	$480K	Hold	6,148	–	–	0.37%	37
2024 Q2	$447K	Sell	6,148 -91	-1%	-$6.7K	0.36%	37
2024 Q1	$463K	Sell	6,239 -208	-3%	-$14.8K	0.41%	34
2023 Q4	$454K	Buy	+6,447	New	+$425K	0.44%	33

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

MontVue Capital Management's IEFA Position: Q2 2026 in Review

MontVue Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, selling an estimated $6.82K and leaving 5,226 shares worth $505K. The position accounts for 0.29% of the portfolio, ranked #45.

MontVue Capital Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $520K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MontVue Capital Management held 5,226 shares of iShares Core MSCI EAFE ETF worth $505K as of Q2 2026.
MontVue Capital Management sold 71 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.82K.
iShares Core MSCI EAFE ETF made up 0.29% of MontVue Capital Management's portfolio in Q2 2026, its #45 holding.
MontVue Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
MontVue Capital Management's iShares Core MSCI EAFE ETF position peaked at $520K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.