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Vantage Financial Partners (Wisconsin)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$631K Sell
7,053
-251
-3% -$22.2K 0.13% 101
2025
Q3 		$638K Sell
7,304
-284
-4% -$24.1K 0.13% 99
2025
Q2 		$633K Sell
7,588
-8,663
-53% -$688K 0.15% 98
2025
Q1 		$1.23M Buy
16,251
+255
+2% +$19.1K 0.31% 46
2024
Q4 		$1.12M Sell
15,996
-6,940
-30% -$512K 0.28% 54
2024
Q3 		$1.79M Buy
22,936
+11,489
+100% +$860K 0.44% 31
2024
Q2 		$832K Sell
11,447
-53
-0.5% -$3.9K 0.22% 52
2024
Q1 		$854K Buy
11,500
+835
+8% +$59.4K 0.23% 51
2023
Q4 		$750K Buy
10,665
+2,793
+35% +$184K 0.22% 50
2023
Q3 		$507K Buy
7,872
+4,382
+126% +$293K 0.2% 35
2023
Q2 		$236K Sell
3,490
-6,411
-65% -$435K 0.09% 70
2023
Q1 		$662K Buy
+9,901
New +$649K 0.26% 34

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Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IEFA Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q4 2025, selling an estimated $22.2K and leaving 7,053 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #101.

Vantage Financial Partners (Wisconsin) first reported a position in IEFA in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q3 2024. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 7,053 shares of iShares Core MSCI EAFE ETF worth $631K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 251 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $22.2K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #101 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 12 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Core MSCI EAFE ETF position peaked at $1.79M in Q3 2024.
  • 2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.