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

Vickerman Investment 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 Q1	$260K	Buy	2,876 +39	+1%	+$3.64K	0.05%	86
2025 Q4	$254K	Hold	2,837	–	–	0.05%	85
2025 Q3	$248K	Hold	2,837	–	–	0.05%	77
2025 Q2	$237K	Buy	+2,837	New	+$225K	0.05%	77
2023 Q4	–	Sell	-3,195	Closed	-$206K	–	65
2023 Q3	$206K	Hold	3,195	–	–	0.08%	64
2023 Q2	$216K	Sell	3,195 -6,937	-68%	-$470K	0.08%	64
2023 Q1	$677K	Sell	10,132 -36,432	-78%	-$2.39M	0.27%	53
2022 Q4	$2.87M	Sell	46,564 -30,544	-40%	-$1.8M	1.3%	31
2022 Q3	$4.06M	Buy	77,108 +2,101	+3%	+$124K	1.96%	14
2022 Q2	$4.41M	Sell	75,007 -3,905	-5%	-$251K	2.09%	14
2022 Q1	$5M	Sell	78,912 -7,717	-9%	-$546K	2.22%	15
2021 Q4	$6.47M	Buy	86,629 +5,185	+6%	+$390K	2.61%	13
2021 Q3	$6.05M	Buy	+81,444	New	+$6.2M	2.42%	13

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

Vickerman Investment Advisors's IEFA Position: Q1 2026 in Review

Vickerman Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q1 2026, buying an estimated $3.64K and bringing the position to 2,876 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #86.

Vickerman Investment Advisors first reported a position in IEFA in Q3 2021 and has held it in 13 quarters since. The position peaked at $6.47M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Vickerman Investment Advisors held 2,876 shares of iShares Core MSCI EAFE ETF worth $260K as of Q1 2026.
Vickerman Investment Advisors bought 39 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.64K.
iShares Core MSCI EAFE ETF made up 0.05% of Vickerman Investment Advisors's portfolio in Q1 2026, its #86 holding.
Vickerman Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 13 quarters since.
Vickerman Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $6.47M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.