Valley National Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Valley National Advisers’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	$20K	Hold	207	–	–	﹤0.01%	523
2026 Q1	$18K	Hold	207	–	–	﹤0.01%	516
2025 Q4	$18K	Hold	207	–	–	﹤0.01%	517
2025 Q3	$18K	Buy	+207	New	+$17.6K	﹤0.01%	480
2024 Q4	–	Sell	-117	Closed	-$9K	–	780
2024 Q3	$9K	Sell	117 -107	-48%	-$8.01K	﹤0.01%	536
2024 Q2	$16K	Hold	224	–	–	﹤0.01%	536
2024 Q1	$16K	Hold	224	–	–	﹤0.01%	560
2023 Q4	$15K	Hold	224	–	–	﹤0.01%	583
2023 Q3	$14K	Sell	224 -20	-8%	-$1.34K	﹤0.01%	550
2023 Q2	$17K	Hold	244	–	–	﹤0.01%	529
2023 Q1	$17K	Hold	244	–	–	﹤0.01%	522
2022 Q4	$15K	Hold	244	–	–	﹤0.01%	530
2022 Q3	$13K	Sell	244 -13	-5%	-$764	﹤0.01%	553
2022 Q2	$15K	Buy	257 +107	+71%	+$6.87K	﹤0.01%	522
2022 Q1	$10K	Buy	150 +7	+5%	+$495	﹤0.01%	602
2021 Q4	$11K	Sell	143 -128	-47%	-$9.62K	﹤0.01%	586
2021 Q3	$20K	Buy	271 +9	+3%	+$685	﹤0.01%	488
2021 Q2	$20K	Buy	+262	New	+$19.8K	﹤0.01%	483
2020 Q1	–	Sell	-1,607	Closed	-$105K	–	787
2019 Q4	$105K	Hold	1,607	–	–	0.03%	243
2019 Q3	$98K	Buy	+1,607	New	+$97K	0.03%	245

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

Valley National Advisers's IEFA Position: Q2 2026 in Review

Valley National Advisers held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 207 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Valley National Advisers first reported a position in IEFA in Q3 2019 and has held it in 20 quarters since. The position peaked at $105K in Q4 2019. 2,444 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Valley National Advisers held 207 shares of iShares Core MSCI EAFE ETF worth $20K as of Q2 2026.
Valley National Advisers left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #523 holding.
Valley National Advisers first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 20 quarters since.
Valley National Advisers's iShares Core MSCI EAFE ETF position peaked at $105K in Q4 2019.
2,444 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.