Vise Technologies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vise Technologies’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	$29M	Buy	299,991 +110,132	+58%	+$10.6M	0.33%	62
2026 Q1	$17M	Hold	189,859	–	–	0.33%	53
2025 Q4	$17M	Buy	189,859 +97,258	+105%	+$8.6M	0.33%	53
2025 Q3	$8.08M	Buy	92,601 +59,909	+183%	+$5.09M	0.3%	68
2025 Q2	$2.73M	Buy	+32,692	New	+$2.59M	0.11%	193
2024 Q4	$302K	Buy	4,301 +423	+11%	+$31.2K	0.03%	593
2024 Q3	$303K	Buy	+3,878	New	+$290K	0.04%	444
2022 Q3	–	Sell	-12,992	Closed	-$765K	–	322
2022 Q2	$765K	Sell	12,992 -123,255	-90%	-$7.91M	0.3%	83
2022 Q1	$9.47M	Sell	136,247 -316,999	-70%	-$22.4M	3.56%	1
2021 Q4	$33.8M	Buy	+453,246	New	+$34.1M	9.16%	1

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

Vise Technologies's IEFA Position: Q2 2026 in Review

Vise Technologies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 58% in Q2 2026, buying an estimated $10.6M and bringing the position to 299,991 shares worth $29M. The position accounts for 0.33% of the portfolio, ranked #62.

Vise Technologies first reported a position in IEFA in Q4 2021 and has held it in 10 quarters since. The position peaked at $33.8M in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Vise Technologies held 299,991 shares of iShares Core MSCI EAFE ETF worth $29M as of Q2 2026.
Vise Technologies bought 110,132 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.6M.
iShares Core MSCI EAFE ETF made up 0.33% of Vise Technologies's portfolio in Q2 2026, its #62 holding.
Vise Technologies first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
Vise Technologies's iShares Core MSCI EAFE ETF position peaked at $33.8M in Q4 2021.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.