Victory Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Victory Financial Group’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	$968K	Sell	10,021 -1,889	-16%	-$181K	0.1%	139
2026 Q1	$1.08M	Buy	11,910 +684	+6%	+$63.8K	0.13%	114
2025 Q4	$1M	Sell	11,226 -1,283	-10%	-$113K	0.13%	109
2025 Q3	$1.09M	Buy	12,509 +1,876	+18%	+$159K	0.15%	88
2025 Q2	$888K	Sell	10,633 -2,592	-20%	-$206K	0.14%	78
2025 Q1	$995K	Sell	13,225 -3,704	-22%	-$277K	0.19%	63
2024 Q4	$1.19M	Buy	+16,929	New	+$1.25M	0.31%	47
2024 Q2	$1.52M	Buy	20,971 +15,280	+268%	+$1.12M	0.71%	23
2024 Q1	$422K	Sell	5,691 -6,174	-52%	-$439K	0.25%	35
2023 Q4	$835K	Buy	+11,865	New	+$782K	0.56%	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

Victory Financial Group's IEFA Position: Q2 2026 in Review

Victory Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, selling an estimated $181K and leaving 10,021 shares worth $968K. The position accounts for 0.1% of the portfolio, ranked #139.

Victory Financial Group first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q2 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Victory Financial Group held 10,021 shares of iShares Core MSCI EAFE ETF worth $968K as of Q2 2026.
Victory Financial Group sold 1,889 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $181K.
iShares Core MSCI EAFE ETF made up 0.1% of Victory Financial Group's portfolio in Q2 2026, its #139 holding.
Victory Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Victory Financial Group's iShares Core MSCI EAFE ETF position peaked at $1.52M in Q2 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.