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 Q2	$2.46M	Sell	25,476 -3,152	-11%	-$303K	0.13%	110
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 $1.55T 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 22.9% 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

Verus Capital Partners's IEFA Position: Q2 2026 in Review

Verus Capital Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, selling an estimated $303K and leaving 25,476 shares worth $2.46M. The position accounts for 0.13% of the portfolio, ranked #110.

Verus Capital Partners first reported a position in IEFA in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.59M in Q1 2026. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Verus Capital Partners held 25,476 shares of iShares Core MSCI EAFE ETF worth $2.46M as of Q2 2026.
Verus Capital Partners sold 3,152 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $303K.
iShares Core MSCI EAFE ETF made up 0.13% of Verus Capital Partners's portfolio in Q2 2026, its #110 holding.
Verus Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 20 quarters since.
Verus Capital Partners's iShares Core MSCI EAFE ETF position peaked at $2.59M in Q1 2026.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.