VFIC
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Valley Forge Investment Consultants’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Valley Forge Investment Consultants’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 		$48.3M Sell
533,940
-16,782
-3% -$1.57M 14.49% 2
2025
Q4 		$49.3M Buy
550,722
+5,942
+1% +$525K 14.33% 2
2025
Q3 		$47.6M Buy
544,780
+44,332
+9% +$3.77M 13.91% 2
2025
Q2 		$41.8M Sell
500,448
-3,406
-0.7% -$270K 13.39% 2
2025
Q1 		$38.1M Buy
503,854
+21,259
+4% +$1.59M 13.57% 2
2024
Q4 		$33.9M Buy
482,595
+35,500
+8% +$2.62M 11.65% 2
2024
Q3 		$34.9M Buy
447,095
+22,273
+5% +$1.67M 12.17% 2
2024
Q2 		$30.9M Buy
424,822
+26,860
+7% +$1.98M 11.68% 2
2024
Q1 		$29.5M Buy
397,962
+79,269
+25% +$5.64M 11.52% 2
2023
Q4 		$22.4M Sell
318,693
-55,672
-15% -$3.67M 9.97% 2
2023
Q3 		$24.1M Buy
374,365
+66,063
+21% +$4.42M 10.98% 2
2023
Q2 		$20.8M Buy
308,302
+1,718
+0.6% +$117K 10.24% 2
2023
Q1 		$20.5M Sell
306,584
-42,283
-12% -$2.77M 10.61% 2
2022
Q4 		$21.5M Sell
348,867
-12,022
-3% -$708K 11.34% 2
2022
Q3 		$19M Sell
360,889
-38,458
-10% -$2.26M 10.44% 2
2022
Q2 		$23.5M Buy
399,347
+1,308
+0.3% +$83.9K 11.72% 2
2022
Q1 		$27.7M Buy
398,039
+39,889
+11% +$2.82M 11.4% 2
2021
Q4 		$26.7M Buy
358,150
+129,824
+57% +$9.76M 11.82% 2
2021
Q3 		$17M Sell
228,326
-16,830
-7% -$1.28M 9.1% 2
2021
Q2 		$18.4M Buy
245,156
+33,702
+16% +$2.54M 9.92% 2
2021
Q1 		$15.2M Buy
211,454
+94,181
+80% +$6.73M 10.43% 2
2020
Q4 		$8.1M Buy
+117,273
New +$7.58M 7.05% 3

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Valley Forge Investment Consultants's IEFA Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q1 2026, selling an estimated $1.57M and leaving 533,940 shares worth $48.3M. The position accounts for 14.49% of the portfolio, ranked #2.

Valley Forge Investment Consultants first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $49.3M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Valley Forge Investment Consultants held 533,940 shares of iShares Core MSCI EAFE ETF worth $48.3M as of Q1 2026.
  • Valley Forge Investment Consultants sold 16,782 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.57M.
  • iShares Core MSCI EAFE ETF made up 14.49% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #2 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's iShares Core MSCI EAFE ETF position peaked at $49.3M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.