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 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 $1.37T 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

Vise Technologies's IEFA Position: Q1 2026 in Review

Vise Technologies held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 189,859 shares worth $17M. The position accounts for 0.33% of the portfolio, ranked #53.

Vise Technologies first reported a position in IEFA in Q4 2021 and has held it in 9 quarters since. The position peaked at $33.8M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Vise Technologies held 189,859 shares of iShares Core MSCI EAFE ETF worth $17M as of Q1 2026.
Vise Technologies left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.33% of Vise Technologies's portfolio in Q1 2026, its #53 holding.
Vise Technologies first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 9 quarters since.
Vise Technologies's iShares Core MSCI EAFE ETF position peaked at $33.8M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.