Vericrest Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vericrest Private Wealth’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 Q1	$7.44M	Buy	82,224 +6,024	+8%	+$562K	6.68%	3
2025 Q4	$6.82M	Buy	+76,200	New	+$6.74M	6.06%	3
2022 Q2	$3.07M	Sell	52,188 -528	-1%	-$33.9K	3.77%	9
2022 Q1	$3.66M	Buy	52,716 +1,886	+4%	+$133K	3.81%	8
2021 Q4	$3.79M	Buy	+50,830	New	+$3.82M	3.52%	10

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Vericrest Private Wealth's IEFA Position: Q1 2026 in Review

Vericrest Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.9% in Q1 2026, buying an estimated $562K and bringing the position to 82,224 shares worth $7.44M. The position accounts for 6.68% of the portfolio, ranked #3.

Vericrest Private Wealth first reported a position in IEFA in Q4 2021 and has held it in 5 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Vericrest Private Wealth held 82,224 shares of iShares Core MSCI EAFE ETF worth $7.44M as of Q1 2026.
Vericrest Private Wealth bought 6,024 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $562K.
iShares Core MSCI EAFE ETF made up 6.68% of Vericrest Private Wealth's portfolio in Q1 2026, its #3 holding.
Vericrest Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 5 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.