VH
IEFA icon

Visionary Horizons’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Visionary Horizons’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 		$332K Buy
3,438
+314
+10% +$30.2K 0.14% 113
2026
Q1 		$283K Sell
3,124
-210
-6% -$19.6K 0.14% 111
2025
Q4 		$298K Sell
3,334
-3,608
-52% -$319K 0.15% 96
2025
Q3 		$606K Buy
+6,942
New +$590K 0.34% 60

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Visionary Horizons's IEFA Position: Q2 2026 in Review

Visionary Horizons increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, buying an estimated $30.2K and bringing the position to 3,438 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #113.

Visionary Horizons first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. The position peaked at $606K in Q3 2025. 1,269 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Visionary Horizons held 3,438 shares of iShares Core MSCI EAFE ETF worth $332K as of Q2 2026.
  • Visionary Horizons bought 314 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $30.2K.
  • iShares Core MSCI EAFE ETF made up 0.14% of Visionary Horizons's portfolio in Q2 2026, its #113 holding.
  • Visionary Horizons first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Visionary Horizons's iShares Core MSCI EAFE ETF position peaked at $606K in Q3 2025.
  • 1,269 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.