Valmark Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.59M | Buy |
57,902
+1,656
| +3% | +$159K | 0.06% | 144 |
|
|
2026
Q1 | $5.09M | Buy |
56,246
+7,969
| +17% | +$744K | 0.06% | 137 |
|
|
2025
Q4 | $4.32M | Buy |
48,277
+267
| +0.6% | +$23.6K | 0.05% | 148 |
|
|
2025
Q3 | $4.19M | Buy |
48,010
+2,983
| +7% | +$253K | 0.05% | 143 |
|
|
2025
Q2 | $3.76M | Sell |
45,027
-1,078
| -2% | -$85.6K | 0.05% | 144 |
|
|
2025
Q1 | $3.49M | Buy |
46,105
+164
| +0.4% | +$12.3K | 0.05% | 139 |
|
|
2024
Q4 | $3.23M | Sell |
45,941
-4,550
| -9% | -$336K | 0.05% | 143 |
|
|
2024
Q3 | $3.94M | Buy |
50,491
+4,399
| +10% | +$329K | 0.06% | 125 |
|
|
2024
Q2 | $3.35M | Buy |
46,092
+13,398
| +41% | +$986K | 0.06% | 129 |
|
|
2024
Q1 | $2.43M | Buy |
32,694
+1,696
| +5% | +$121K | 0.04% | 150 |
|
|
2023
Q4 | $2.18M | Sell |
30,998
-5,773
| -16% | -$381K | 0.04% | 156 |
|
|
2023
Q3 | $2.37M | Buy |
36,771
+5,381
| +17% | +$360K | 0.05% | 128 |
|
|
2023
Q2 | $2.12M | Sell |
31,390
-1,318
| -4% | -$89.4K | 0.04% | 139 |
|
|
2023
Q1 | $2.19M | Buy |
32,708
+4,065
| +14% | +$266K | 0.05% | 132 |
|
|
2022
Q4 | $1.77M | Buy |
28,643
+1,307
| +5% | +$76.9K | 0.04% | 150 |
|
|
2022
Q3 | $1.44M | Buy |
27,336
+3,135
| +13% | +$184K | 0.03% | 150 |
|
|
2022
Q2 | $1.42M | Sell |
24,201
-2,575
| -10% | -$165K | 0.03% | 153 |
|
|
2022
Q1 | $1.86M | Buy |
26,776
+668
| +3% | +$47.3K | 0.03% | 133 |
|
|
2021
Q4 | $1.95M | Sell |
26,108
-2,892
| -10% | -$217K | 0.03% | 126 |
|
|
2021
Q3 | $2.15M | Buy |
29,000
+12,704
| +78% | +$966K | 0.04% | 110 |
|
|
2021
Q2 | $1.22M | Buy |
16,296
+2,960
| +22% | +$223K | 0.02% | 165 |
|
|
2021
Q1 | $961K | Buy |
13,336
+103
| +0.8% | +$7.36K | 0.02% | 187 |
|
|
2020
Q4 | $914K | Buy |
13,233
+1,448
| +12% | +$93.6K | 0.02% | 180 |
|
|
2020
Q3 | $710K | Buy |
11,785
+1,319
| +13% | +$79.6K | 0.02% | 157 |
|
|
2020
Q2 | $598K | Buy |
10,466
+371
| +4% | +$20.1K | 0.01% | 154 |
|
|
2020
Q1 | $504K | Buy |
10,095
+555
| +6% | +$33K | 0.01% | 148 |
|
|
2019
Q4 | $622K | Buy |
9,540
+815
| +9% | +$51.7K | 0.01% | 139 |
|
|
2019
Q3 | $533K | Hold |
8,725
| – | – | 0.01% | 150 |
|
|
2019
Q2 | $536K | Buy |
8,725
+210
| +2% | +$12.9K | 0.01% | 137 |
|
|
2019
Q1 | $517K | Buy |
8,515
+593
| +7% | +$35K | 0.01% | 137 |
|
|
2018
Q4 | $436K | Buy |
7,922
+1,063
| +15% | +$62.4K | 0.01% | 135 |
|
|
2018
Q3 | $440K | Buy |
+6,859
| New | +$437K | 0.01% | 130 |
|
Other funds holding IEFA
Valmark Advisers's IEFA Position: Q2 2026 in Review
Valmark Advisers increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, buying an estimated $159K and bringing the position to 57,902 shares worth $5.59M. The position accounts for 0.06% of the portfolio, ranked #144.
Valmark Advisers first reported a position in IEFA in Q3 2018 and has held it in 32 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Valmark Advisers held 57,902 shares of iShares Core MSCI EAFE ETF worth $5.59M as of Q2 2026.
- Valmark Advisers bought 1,656 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $159K.
- iShares Core MSCI EAFE ETF made up 0.06% of Valmark Advisers's portfolio in Q2 2026, its #144 holding.
- Valmark Advisers first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 32 quarters since.
- 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.