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

Verus Capital 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 Q1	$2.59M	Buy	28,628 +2,148	+8%	+$200K	0.18%	89
2025 Q4	$2.37M	Buy	26,480 +3,721	+16%	+$329K	0.16%	93
2025 Q3	$1.99M	Sell	22,759 -30	-0.1%	-$2.55K	0.15%	87
2025 Q2	$1.9M	Sell	22,789 -22	-0.1%	-$1.75K	0.17%	83
2025 Q1	$1.73M	Buy	22,811 +5,821	+34%	+$435K	0.17%	81
2024 Q4	$1.19M	Sell	16,990 -4,856	-22%	-$358K	0.11%	115
2024 Q3	$1.71M	Buy	21,846 +1,150	+6%	+$86.1K	0.17%	86
2024 Q2	$1.5M	Buy	20,696 +552	+3%	+$40.6K	0.16%	95
2024 Q1	$1.5M	Buy	20,144 +1,278	+7%	+$91K	0.17%	90
2023 Q4	$1.33M	Buy	18,866 +240	+1%	+$15.8K	0.16%	86
2023 Q3	$1.2M	Buy	18,626 +2,238	+14%	+$150K	0.17%	89
2023 Q2	$1.11M	Sell	16,388 -918	-5%	-$62.3K	0.16%	91
2023 Q1	$1.16M	Buy	17,306 +2,712	+19%	+$178K	0.18%	87
2022 Q4	$900K	Buy	14,594 +6,063	+71%	+$357K	0.17%	91
2022 Q3	$450K	Buy	8,531 +2,850	+50%	+$168K	0.08%	155
2022 Q2	$335K	Sell	5,681 -585	-9%	-$37.5K	0.07%	206
2022 Q1	$436K	Buy	+6,266	New	+$443K	0.07%	206
2020 Q1	$8K	Hold	168	–	–	﹤0.01%	1064
2019 Q4	$11K	Buy	+168	New	+$10.7K	﹤0.01%	1086

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

Verus Capital Partners's IEFA Position: Q1 2026 in Review

Verus Capital Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.1% in Q1 2026, buying an estimated $200K and bringing the position to 28,628 shares worth $2.59M. The position accounts for 0.18% of the portfolio, ranked #89.

Verus Capital Partners first reported a position in IEFA in Q4 2019 and has held it in 19 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Verus Capital Partners held 28,628 shares of iShares Core MSCI EAFE ETF worth $2.59M as of Q1 2026.
Verus Capital Partners bought 2,148 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $200K.
iShares Core MSCI EAFE ETF made up 0.18% of Verus Capital Partners's portfolio in Q1 2026, its #89 holding.
Verus Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 19 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.