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 Q2	$1.46M	Sell	15,155 -46	-0.3%	-$4.42K	0.07%	133
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 $1.55T 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

Univest Financial's IEFA Position: Q2 2026 in Review

Univest Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.3% in Q2 2026, selling an estimated $4.42K and leaving 15,155 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #133.

Univest Financial first reported a position in IEFA in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.8M in Q4 2024. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Univest Financial held 15,155 shares of iShares Core MSCI EAFE ETF worth $1.46M as of Q2 2026.
Univest Financial sold 46 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.42K.
iShares Core MSCI EAFE ETF made up 0.07% of Univest Financial's portfolio in Q2 2026, its #133 holding.
Univest Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
Univest Financial's iShares Core MSCI EAFE ETF position peaked at $7.8M in Q4 2024.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.