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Verum Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Verum 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
Q2 		$553K Sell
5,721
-651
-10% -$62.5K 0.08% 113
2026
Q1 		$577K Buy
6,372
+111
+2% +$10.4K 0.11% 99
2025
Q4 		$560K Sell
6,261
-665
-10% -$58.8K 0.11% 89
2025
Q3 		$605K Sell
6,926
-2,884
-29% -$245K 0.13% 87
2025
Q2 		$819K Buy
9,810
+87
+0.9% +$6.91K 0.19% 69
2025
Q1 		$736K Hold
9,723
– – 0.2% 64
2024
Q4 		$683K Sell
9,723
-259
-3% -$19.1K 0.2% 68
2024
Q3 		$779K Sell
9,982
-1,075
-10% -$80.5K 0.23% 64
2024
Q2 		$803K Buy
11,057
+2,069
+23% +$152K 0.26% 60
2024
Q1 		$667K Hold
8,988
– – 0.24% 66
2023
Q4 		$632K Sell
8,988
-276
-3% -$18.2K 0.25% 67
2023
Q3 		$596K Hold
9,264
– – 0.27% 68
2023
Q2 		$625K Buy
9,264
+79
+0.9% +$5.36K 0.57% 38
2023
Q1 		$614K Hold
9,185
– – 0.66% 35
2022
Q4 		$566K Buy
+9,185
New +$541K 0.7% 37

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Verum Partners's IEFA Position: Q2 2026 in Review

Verum Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, selling an estimated $62.5K and leaving 5,721 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #113.

Verum Partners first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $819K in Q2 2025. 713 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Verum Partners held 5,721 shares of iShares Core MSCI EAFE ETF worth $553K as of Q2 2026.
  • Verum Partners sold 651 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $62.5K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Verum Partners's portfolio in Q2 2026, its #113 holding.
  • Verum Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Verum Partners's iShares Core MSCI EAFE ETF position peaked at $819K in Q2 2025.
  • 713 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.