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Veery Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Veery Capital’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 		$13.9M Sell
143,750
-3,623
-2% -$348K 3.73% 10
2026
Q1 		$13.3M Buy
147,373
+2,132
+1% +$199K 4.09% 8
2025
Q4 		$13M Buy
145,241
+69
+0% +$6.1K 3.99% 8
2025
Q3 		$12.7M Sell
145,172
-420
-0.3% -$35.7K 4% 8
2025
Q2 		$12.2M Buy
145,592
+156
+0.1% +$12.4K 4.18% 8
2025
Q1 		$11M Sell
145,436
-12,880
-8% -$963K 4.28% 9
2024
Q4 		$11.1M Buy
158,316
+659
+0.4% +$48.6K 4.26% 8
2024
Q3 		$12.3M Buy
157,657
+1,324
+0.8% +$99.1K 4.62% 8
2024
Q2 		$11.4M Sell
156,333
-1,116
-0.7% -$82.1K 4.6% 6
2024
Q1 		$11.7M Sell
157,449
-3,269
-2% -$233K 4.79% 6
2023
Q4 		$11.3M Buy
160,718
+7,173
+5% +$473K 5.07% 6
2023
Q3 		$9.88M Sell
153,545
-3,236
-2% -$217K 4.81% 7
2023
Q2 		$10.6M Sell
156,781
-4,592
-3% -$311K 4.99% 6
2023
Q1 		$10.8M Sell
161,373
-5,186
-3% -$340K 5.76% 5
2022
Q4 		$10.3M Buy
166,559
+9,987
+6% +$588K 6.07% 5
2022
Q3 		$8.25M Buy
156,572
+3,312
+2% +$195K 5.28% 6
2022
Q2 		$9.02M Buy
153,260
+29,479
+24% +$1.89M 5.55% 5
2022
Q1 		$8.6M Buy
123,781
+3,387
+3% +$240K 4.76% 6
2021
Q4 		$8.99M Buy
120,394
+185
+0.2% +$13.9K 4.72% 5
2021
Q3 		$8.93M Buy
120,209
+7,793
+7% +$593K 5.06% 5
2021
Q2 		$8.41M Buy
112,416
+2,850
+3% +$215K 4.9% 5
2021
Q1 		$7.89M Buy
109,566
+4,806
+5% +$343K 4.99% 5
2020
Q4 		$7.24M Buy
+104,760
New +$6.77M 4.88% 5

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Veery Capital's IEFA Position: Q2 2026 in Review

Veery Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, selling an estimated $348K and leaving 143,750 shares worth $13.9M. The position accounts for 3.73% of the portfolio, ranked #10.

Veery Capital first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 520 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Veery Capital held 143,750 shares of iShares Core MSCI EAFE ETF worth $13.9M as of Q2 2026.
  • Veery Capital sold 3,623 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $348K.
  • iShares Core MSCI EAFE ETF made up 3.73% of Veery Capital's portfolio in Q2 2026, its #10 holding.
  • Veery Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 520 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.