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 Q2	$7.87M	Sell	81,495 -729	-0.9%	-$70K	7%	4
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 $1.55T 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

Vericrest Private Wealth's IEFA Position: Q2 2026 in Review

Vericrest Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.89% in Q2 2026, selling an estimated $70K and leaving 81,495 shares worth $7.87M. The position accounts for 7% of the portfolio, ranked #4.

Vericrest Private Wealth first reported a position in IEFA in Q4 2021 and has held it in 6 quarters since. 2,457 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Vericrest Private Wealth held 81,495 shares of iShares Core MSCI EAFE ETF worth $7.87M as of Q2 2026.
Vericrest Private Wealth sold 729 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $70K.
iShares Core MSCI EAFE ETF made up 7% of Vericrest Private Wealth's portfolio in Q2 2026, its #4 holding.
Vericrest Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 6 quarters since.
2,457 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.