VVP
IEFA icon

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
Q3 		$35.8M Buy
369,769
+21,689
+6% +$2.14M 0.94% 20
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Venture Visionary Partners's IEFA Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q3 2026, buying an estimated $2.14M and bringing the position to 369,769 shares worth $35.8M. The position accounts for 0.94% of the portfolio, ranked #20.

Venture Visionary Partners first reported a position in IEFA in Q4 2019 and has held it in 28 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Venture Visionary Partners held 369,769 shares of iShares Core MSCI EAFE ETF worth $35.8M as of Q3 2026.
  • Venture Visionary Partners bought 21,689 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.14M.
  • iShares Core MSCI EAFE ETF made up 0.94% of Venture Visionary Partners's portfolio in Q3 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 28 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.