Valley Wealth Managers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Valley Wealth Managers’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	$1.87M	Sell	20,621 -1,310	-6%	-$122K	0.12%	118
2025 Q4	$1.96M	Sell	21,931 -1,079	-5%	-$95.4K	0.13%	118
2025 Q3	$2.01M	Sell	23,010 -783	-3%	-$66.5K	0.13%	113
2025 Q2	$1.99M	Sell	23,793 -366	-2%	-$29K	0.14%	112
2025 Q1	$1.83M	Buy	24,159 +357	+1%	+$26.7K	0.14%	114
2024 Q4	$1.67M	Sell	23,802 -2,890	-11%	-$213K	0.13%	115
2024 Q3	$2.08M	Sell	26,692 -248	-0.9%	-$18.6K	0.15%	110
2024 Q2	$1.96M	Sell	26,940 -2,902	-10%	-$214K	0.16%	113
2024 Q1	$2.21M	Sell	29,842 -2,195	-7%	-$156K	0.17%	108
2023 Q4	$2.25M	Sell	32,037 -156	-0.5%	-$10.3K	0.18%	106
2023 Q3	$2.07M	Sell	32,193 -492	-2%	-$32.9K	0.17%	110
2023 Q2	$2.21M	Sell	32,685 -935	-3%	-$63.4K	0.2%	93
2023 Q1	$2.25M	Sell	33,620 -300	-0.9%	-$19.7K	0.2%	92
2022 Q4	$2.09M	Buy	33,920 +1,525	+5%	+$89.8K	0.19%	94
2022 Q3	$1.71M	Sell	32,395 -4,529	-12%	-$266K	0.17%	97
2022 Q2	$2.17M	Sell	36,924 -6,953	-16%	-$446K	0.2%	94
2022 Q1	$3.05M	Sell	43,877 -2,657	-6%	-$188K	0.25%	90
2021 Q4	$3.47M	Buy	46,534 +1,402	+3%	+$105K	0.28%	85
2021 Q3	$3.35M	Buy	45,132 +477	+1%	+$36.3K	0.29%	84
2021 Q2	$3.34M	Buy	44,655 +6,222	+16%	+$470K	0.28%	87
2021 Q1	$2.77M	Buy	38,433 +4,403	+13%	+$315K	0.25%	89
2020 Q4	$2.35M	Sell	34,030 -4,285	-11%	-$277K	0.23%	89
2020 Q3	$2.31M	Buy	38,315 +2,661	+7%	+$160K	0.25%	79
2020 Q2	$2.04M	Buy	35,654 +5,585	+19%	+$303K	0.23%	88
2020 Q1	$1.5M	Buy	30,069 +6,804	+29%	+$405K	0.19%	88
2019 Q4	$1.52M	Sell	23,265 -1,319	-5%	-$83.7K	0.15%	93
2019 Q3	$1.5M	Sell	24,584 -4,482	-15%	-$271K	0.16%	94
2019 Q2	$1.78M	Sell	29,066 -141	-0.5%	-$8.64K	0.19%	94
2019 Q1	$1.77M	Buy	+29,207	New	+$1.72M	0.19%	88

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

Valley Wealth Managers's IEFA Position: Q1 2026 in Review

Valley Wealth Managers reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q1 2026, selling an estimated $122K and leaving 20,621 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #118.

Valley Wealth Managers first reported a position in IEFA in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.47M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Valley Wealth Managers held 20,621 shares of iShares Core MSCI EAFE ETF worth $1.87M as of Q1 2026.
Valley Wealth Managers sold 1,310 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $122K.
iShares Core MSCI EAFE ETF made up 0.12% of Valley Wealth Managers's portfolio in Q1 2026, its #118 holding.
Valley Wealth Managers first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
Valley Wealth Managers's iShares Core MSCI EAFE ETF position peaked at $3.47M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.