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 Q3	$8.28M	Buy	85,480 +3,985	+5%	+$393K	7.38%	4
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Vericrest Private Wealth's IEFA Position: Q3 2026 in Review

Vericrest Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.9% in Q3 2026, buying an estimated $393K and bringing the position to 85,480 shares worth $8.28M. The position accounts for 7.38% of the portfolio, ranked #4.

Vericrest Private Wealth first reported a position in IEFA in Q4 2021 and has held it in 7 quarters since. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Vericrest Private Wealth held 85,480 shares of iShares Core MSCI EAFE ETF worth $8.28M as of Q3 2026.
Vericrest Private Wealth bought 3,985 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $393K.
iShares Core MSCI EAFE ETF made up 7.38% of Vericrest Private Wealth's portfolio in Q3 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 7 quarters since.
1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.