VWA
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Valued Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Valued Wealth Advisors’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 		$12.5K Buy
129
+90
+231% +$8.64K ﹤0.01% 274
2026
Q1 		$3.53K Hold
39
– – ﹤0.01% 452
2025
Q4 		$3.49K Hold
39
– – ﹤0.01% 347
2025
Q3 		$3.41K Hold
39
– – ﹤0.01% 335
2025
Q2 		$3.26K Sell
39
-8
-17% -$635 ﹤0.01% 334
2025
Q1 		$3.56K Buy
+47
New +$3.52K ﹤0.01% 355

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Valued Wealth Advisors's IEFA Position: Q2 2026 in Review

Valued Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 231% in Q2 2026, buying an estimated $8.64K and bringing the position to 129 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Valued Wealth Advisors first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Valued Wealth Advisors held 129 shares of iShares Core MSCI EAFE ETF worth $12.5K as of Q2 2026.
  • Valued Wealth Advisors bought 90 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.64K.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • Valued Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.