Venture Visionary Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Venture Visionary Partners’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	$33.6M	Buy	348,080 +72,089	+26%	+$6.92M	0.93%	20
2026 Q1	$25M	Buy	275,991 +3,311	+1%	+$309K	0.83%	23
2025 Q4	$24.4M	Sell	272,680 -2,547	-0.9%	-$225K	0.8%	24
2025 Q3	$24M	Buy	275,227 +1,329	+0.5%	+$113K	0.82%	23
2025 Q2	$22.9M	Sell	273,898 -43	-0%	-$3.41K	0.86%	24
2025 Q1	$20.7M	Buy	273,941 +8,371	+3%	+$626K	0.87%	23
2024 Q4	$18.7M	Buy	265,570 +4,788	+2%	+$353K	0.79%	28
2024 Q3	$20.4M	Sell	260,782 -9,547	-4%	-$715K	0.88%	23
2024 Q2	$19.6M	Buy	270,329 +77	+0%	+$5.67K	0.9%	21
2024 Q1	$20.1M	Sell	270,252 -1,981	-0.7%	-$141K	0.95%	20
2023 Q4	$19.2M	Sell	272,233 -41,688	-13%	-$2.75M	1.01%	19
2023 Q3	$20.2M	Buy	313,921 +35,133	+13%	+$2.35M	1.21%	16
2023 Q2	$18.8M	Buy	278,788 +427	+0.2%	+$29K	1.11%	18
2023 Q1	$18.6M	Buy	278,361 +63,225	+29%	+$4.14M	1.18%	15
2022 Q4	$13.3M	Sell	215,136 -50,398	-19%	-$2.97M	0.96%	21
2022 Q3	$14M	Sell	265,534 -3,205	-1%	-$188K	1.13%	18
2022 Q2	$15.8M	Buy	268,739 +1,730	+0.6%	+$111K	1.2%	15
2022 Q1	$18.6M	Sell	267,009 -19,123	-7%	-$1.35M	1.24%	14
2021 Q4	$21.4M	Sell	286,132 -2,475	-0.9%	-$186K	1.39%	11
2021 Q3	$21.4M	Sell	288,607 -5,613	-2%	-$427K	1.52%	11
2021 Q2	$22M	Sell	294,220 -10,376	-3%	-$783K	1.77%	9
2021 Q1	$21.9M	Buy	304,596 +43,061	+16%	+$3.08M	1.83%	10
2020 Q4	$18.1M	Buy	261,535 +129,388	+98%	+$8.37M	1.99%	10
2020 Q3	$8.04M	Buy	132,147 +58	+0%	+$3.5K	1.96%	15
2020 Q2	$7.55M	Sell	132,089 -91,309	-41%	-$4.95M	2.2%	14
2020 Q1	$11.1M	Sell	223,398 -8,125	-4%	-$484K	4.2%	5
2019 Q4	$15.1M	Buy	+231,523	New	+$14.7M	4.58%	4

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

Venture Visionary Partners's IEFA Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q2 2026, buying an estimated $6.92M and bringing the position to 348,080 shares worth $33.6M. The position accounts for 0.93% of the portfolio, ranked #20.

Venture Visionary Partners first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Venture Visionary Partners held 348,080 shares of iShares Core MSCI EAFE ETF worth $33.6M as of Q2 2026.
Venture Visionary Partners bought 72,089 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.92M.
iShares Core MSCI EAFE ETF made up 0.93% of Venture Visionary Partners's portfolio in Q2 2026, its #20 holding.
Venture Visionary Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.