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
Q2 		$54.6M Buy
564,841
+30,901
+6% +$2.97M 14.05% 2
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valley Forge Investment Consultants's IEFA Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2026, buying an estimated $2.97M and bringing the position to 564,841 shares worth $54.6M. The position accounts for 14.05% of the portfolio, ranked #2.

Valley Forge Investment Consultants first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Valley Forge Investment Consultants held 564,841 shares of iShares Core MSCI EAFE ETF worth $54.6M as of Q2 2026.
  • Valley Forge Investment Consultants bought 30,901 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.97M.
  • iShares Core MSCI EAFE ETF made up 14.05% of Valley Forge Investment Consultants's portfolio in Q2 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 23 quarters since.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.