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

VestGen 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	$4.22M	Sell	43,707 -43,207	-50%	-$4.15M	0.12%	164
2026 Q1	$8.39M	Buy	86,914 +18,044	+26%	+$1.68M	0.22%	96
2025 Q4	$6.16M	Sell	68,870 -57,531	-46%	-$5.09M	0.26%	90
2025 Q3	$11M	Sell	126,401 -102,903	-45%	-$8.74M	0.37%	57
2025 Q2	$19M	Buy	229,304 +18,661	+9%	+$1.48M	0.76%	28
2025 Q1	$15.9M	Buy	+210,643	New	+$15.8M	0.72%	29

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

VestGen Advisors's IEFA Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 50% in Q2 2026, selling an estimated $4.15M and leaving 43,707 shares worth $4.22M. The position accounts for 0.12% of the portfolio, ranked #164.

VestGen Advisors first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $19M in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

VestGen Advisors held 43,707 shares of iShares Core MSCI EAFE ETF worth $4.22M as of Q2 2026.
VestGen Advisors sold 43,207 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.15M.
iShares Core MSCI EAFE ETF made up 0.12% of VestGen Advisors's portfolio in Q2 2026, its #164 holding.
VestGen Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares Core MSCI EAFE ETF position peaked at $19M in Q2 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.