Vestmark Advisory Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vestmark Advisory Solutions’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	$34.6M	Sell	382,253 -40,483	-10%	-$3.78M	0.38%	57
2025 Q4	$37.8M	Buy	422,736 +254,547	+151%	+$22.5M	0.51%	32
2025 Q3	$14.7M	Buy	+168,189	New	+$14.3M	0.28%	75
2025 Q2	–	Sell	-7,494	Closed	-$567K	–	794
2025 Q1	$567K	Buy	+7,494	New	+$560K	0.01%	494
2024 Q3	–	Sell	-3,123	Closed	-$227K	–	568
2024 Q2	$227K	Sell	3,123 -1,607	-34%	-$118K	0.01%	505
2024 Q1	$351K	Buy	+4,730	New	+$337K	0.02%	422
2023 Q3	–	Sell	-36,710	Closed	-$2.48M	–	637
2023 Q2	$2.48M	Buy	36,710 +5,264	+17%	+$357K	0.09%	282
2023 Q1	$2.1M	Sell	31,446 -47	-0.1%	-$3.08K	0.09%	291
2022 Q4	$1.94M	Buy	31,493 +16,176	+106%	+$952K	0.09%	285
2022 Q3	$807K	Sell	15,317 -281	-2%	-$16.5K	0.05%	437
2022 Q2	$918K	Sell	15,598 -20,956	-57%	-$1.34M	0.05%	385
2022 Q1	$2.54M	Sell	36,554 -996	-3%	-$70.5K	0.14%	183
2021 Q4	$2.8M	Sell	37,550 -2,413	-6%	-$181K	0.16%	152
2021 Q3	$2.97M	Sell	39,963 -3,267	-8%	-$249K	0.2%	124
2021 Q2	$3.24M	Buy	43,230 +8,823	+26%	+$666K	0.23%	108
2021 Q1	$2.48M	Sell	34,407 -3,593	-9%	-$257K	0.22%	119
2020 Q4	$2.63M	Sell	38,000 -4,005	-10%	-$259K	0.29%	91
2020 Q3	$2.53M	Sell	42,005 -2,350	-5%	-$142K	0.34%	73
2020 Q2	$2.54M	Buy	44,355 +19,556	+79%	+$1.06M	0.39%	56
2020 Q1	$1.24M	Sell	24,799 -19,344	-44%	-$1.15M	0.24%	132
2019 Q4	$2.2M	Buy	44,143 +186	+0.4%	+$11.8K	0.45%	71
2019 Q3	$2.68M	Sell	43,957 -25,115	-36%	-$1.52M	0.44%	54
2019 Q2	$4.24M	Buy	69,072 +16,659	+32%	+$1.02M	0.73%	20
2019 Q1	$3.19M	Buy	+52,413	New	+$3.09M	0.57%	30

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

Vestmark Advisory Solutions's IEFA Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.6% in Q1 2026, selling an estimated $3.78M and leaving 382,253 shares worth $34.6M. The position accounts for 0.38% of the portfolio, ranked #57.

Vestmark Advisory Solutions first reported a position in IEFA in Q1 2019 and has held it in 24 quarters since. The position peaked at $37.8M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Vestmark Advisory Solutions held 382,253 shares of iShares Core MSCI EAFE ETF worth $34.6M as of Q1 2026.
Vestmark Advisory Solutions sold 40,483 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.78M.
iShares Core MSCI EAFE ETF made up 0.38% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #57 holding.
Vestmark Advisory Solutions first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 24 quarters since.
Vestmark Advisory Solutions's iShares Core MSCI EAFE ETF position peaked at $37.8M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.