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 Q2	$40.4M	Buy	418,281 +36,028	+9%	+$3.46M	0.38%	55
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 $1.55T 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

Vestmark Advisory Solutions's IEFA Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q2 2026, buying an estimated $3.46M and bringing the position to 418,281 shares worth $40.4M. The position accounts for 0.38% of the portfolio, ranked #55.

Vestmark Advisory Solutions first reported a position in IEFA in Q1 2019 and has held it in 25 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Vestmark Advisory Solutions held 418,281 shares of iShares Core MSCI EAFE ETF worth $40.4M as of Q2 2026.
Vestmark Advisory Solutions bought 36,028 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.46M.
iShares Core MSCI EAFE ETF made up 0.38% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #55 holding.
Vestmark Advisory Solutions first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 25 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.