VERITY Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

VERITY Wealth Advisors’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	$438K	Sell	4,539 -7,190	-61%	-$691K	0.26%	54
2026 Q1	$1.06M	Buy	11,729 +7,679	+190%	+$717K	0.71%	24
2025 Q4	$362K	Hold	4,050	–	–	0.22%	65
2025 Q3	$354K	Hold	4,050	–	–	0.22%	62
2025 Q2	$338K	Hold	4,050	–	–	0.23%	66
2025 Q1	$306K	Hold	4,050	–	–	0.23%	62
2024 Q4	$285K	Hold	4,050	–	–	0.21%	62
2024 Q3	$316K	Hold	4,050	–	–	0.22%	63
2024 Q2	$294K	Hold	4,050	–	–	0.22%	63
2024 Q1	$301K	Buy	+4,050	New	+$288K	0.23%	64

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

VERITY Wealth Advisors's IEFA Position: Q2 2026 in Review

VERITY Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 61% in Q2 2026, selling an estimated $691K and leaving 4,539 shares worth $438K. The position accounts for 0.26% of the portfolio, ranked #54.

VERITY Wealth Advisors first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2026. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

VERITY Wealth Advisors held 4,539 shares of iShares Core MSCI EAFE ETF worth $438K as of Q2 2026.
VERITY Wealth Advisors sold 7,190 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $691K.
iShares Core MSCI EAFE ETF made up 0.26% of VERITY Wealth Advisors's portfolio in Q2 2026, its #54 holding.
VERITY Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
VERITY Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.06M in Q1 2026.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.