Vanguard Personalized Indexing Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vanguard Personalized Indexing Management’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	$2.89M	Buy	29,889 +2,061	+7%	+$198K	0.02%	519
2026 Q1	$2.52M	Buy	27,828 +2,414	+9%	+$225K	0.02%	522
2025 Q4	$2.27M	Sell	25,414 -1,274	-5%	-$113K	0.02%	553
2025 Q3	$2.33M	Sell	26,688 -6,042	-18%	-$513K	0.02%	539
2025 Q2	$2.74M	Buy	32,730 +6,997	+27%	+$555K	0.03%	463
2025 Q1	$1.95M	Buy	25,733 +4,220	+20%	+$316K	0.03%	497
2024 Q4	$1.51M	Sell	21,513 -29	-0.1%	-$2.14K	0.02%	578
2024 Q3	$1.68M	Buy	21,542 +265	+1%	+$19.8K	0.03%	532
2024 Q2	$1.55M	Buy	21,277 +1,911	+10%	+$141K	0.03%	497
2024 Q1	$1.44M	Sell	19,366 -2,180	-10%	-$155K	0.03%	493
2023 Q4	$1.52M	Buy	21,546 +4,732	+28%	+$312K	0.04%	447
2023 Q3	$1.08M	Sell	16,814 -77	-0.5%	-$5.16K	0.03%	522
2023 Q2	$1.14M	Buy	16,891 +1,281	+8%	+$86.9K	0.03%	504
2023 Q1	$1.04M	Sell	15,610 -7,362	-32%	-$483K	0.04%	509
2022 Q4	$1.42M	Sell	22,972 -1,514	-6%	-$89.1K	0.06%	377
2022 Q3	$1.29M	Buy	24,486 +14	+0.1%	+$823	0.06%	367
2022 Q2	$1.44M	Sell	24,472 -280	-1%	-$18K	0.07%	297
2022 Q1	$1.72M	Sell	24,752 -2,295	-8%	-$162K	0.08%	232
2021 Q4	$2.02M	Buy	27,047 +2,401	+10%	+$180K	0.12%	160
2021 Q3	$1.83M	Hold	24,646	–	–	0.16%	117
2021 Q2	$1.84M	Hold	24,646	–	–	0.19%	107
2021 Q1	$1.78M	Hold	24,646	–	–	0.27%	74
2020 Q4	$1.7M	Buy	24,646 +17,281	+235%	+$1.12M	0.37%	57
2020 Q3	$444K	Buy	+7,365	New	+$444K	0.12%	197

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

Vanguard Personalized Indexing Management's IEFA Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.4% in Q2 2026, buying an estimated $198K and bringing the position to 29,889 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #519.

Vanguard Personalized Indexing Management first reported a position in IEFA in Q3 2020 and has held it in 24 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Vanguard Personalized Indexing Management held 29,889 shares of iShares Core MSCI EAFE ETF worth $2.89M as of Q2 2026.
Vanguard Personalized Indexing Management bought 2,061 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $198K.
iShares Core MSCI EAFE ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #519 holding.
Vanguard Personalized Indexing Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.