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

Univest 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 Q1	$1.38M	Sell	15,201 -2,575	-14%	-$240K	0.08%	136
2025 Q4	$1.59M	Sell	17,776 -218	-1%	-$19.3K	0.08%	133
2025 Q3	$1.57M	Buy	17,994 +256	+1%	+$21.8K	0.09%	131
2025 Q2	$1.48M	Sell	17,738 -57,833	-77%	-$4.59M	0.09%	128
2025 Q1	$5.72M	Sell	75,571 -35,470	-32%	-$2.65M	0.37%	54
2024 Q4	$7.8M	Buy	111,041 +102,775	+1,243%	+$7.58M	0.49%	48
2024 Q3	$645K	Buy	+8,266	New	+$619K	0.04%	182
2024 Q1	–	Sell	-6,599	Closed	-$464K	–	133
2023 Q4	$464K	Buy	+6,599	New	+$435K	0.14%	69

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Univest Financial's IEFA Position: Q1 2026 in Review

Univest Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q1 2026, selling an estimated $240K and leaving 15,201 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #136.

Univest Financial first reported a position in IEFA in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.8M in Q4 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Univest Financial held 15,201 shares of iShares Core MSCI EAFE ETF worth $1.38M as of Q1 2026.
Univest Financial sold 2,575 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $240K.
iShares Core MSCI EAFE ETF made up 0.08% of Univest Financial's portfolio in Q1 2026, its #136 holding.
Univest Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 8 quarters since.
Univest Financial's iShares Core MSCI EAFE ETF position peaked at $7.8M in Q4 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.