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 Q3	$1.84M	Sell	19,023 -1,183	-6%	-$117K	0.1%	119
2026 Q2	$1.95M	Sell	20,206 -415	-2%	-$39.9K	0.11%	118
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	$1.78M	Buy	+29,207	New	+$1.72M	0.19%	88

Other funds holding IEFA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Valley Wealth Managers's IEFA Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.9% in Q3 2026, selling an estimated $117K and leaving 19,023 shares worth $1.84M. The position accounts for 0.1% of the portfolio, ranked #119.

Valley Wealth Managers first reported a position in IEFA in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.47M in Q4 2021. 722 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Valley Wealth Managers held 19,023 shares of iShares Core MSCI EAFE ETF worth $1.84M as of Q3 2026.
Valley Wealth Managers sold 1,183 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $117K.
iShares Core MSCI EAFE ETF made up 0.1% of Valley Wealth Managers's portfolio in Q3 2026, its #119 holding.
Valley Wealth Managers first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 31 quarters since.
Valley Wealth Managers's iShares Core MSCI EAFE ETF position peaked at $3.47M in Q4 2021.
722 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.