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

Visionary Wealth 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 		$6.21M Buy
68,640
+6,376
+10% +$595K 0.27% 95
2025
Q4 		$5.57M Buy
62,264
+9,221
+17% +$815K 0.25% 103
2025
Q3 		$4.63M Buy
53,043
+1,058
+2% +$89.9K 0.22% 109
2025
Q2 		$4.34M Buy
51,985
+2,751
+6% +$218K 0.22% 109
2025
Q1 		$3.72M Sell
49,234
-699
-1% -$52.3K 0.22% 118
2024
Q4 		$3.51M Sell
49,933
-1,095
-2% -$80.8K 0.21% 122
2024
Q3 		$3.98M Sell
51,028
-295
-0.6% -$22.1K 0.24% 107
2024
Q2 		$3.73M Sell
51,323
-22,415
-30% -$1.65M 0.24% 106
2024
Q1 		$5.47M Sell
73,738
-6,089
-8% -$433K 0.37% 77
2023
Q4 		$5.62M Buy
79,827
+1,063
+1% +$70.1K 0.41% 69
2023
Q3 		$5.07M Buy
78,764
+5,602
+8% +$375K 0.41% 71
2023
Q2 		$4.94M Buy
73,162
+24,086
+49% +$1.63M 0.4% 71
2023
Q1 		$3.28M Buy
49,076
+21,599
+79% +$1.42M 0.28% 94
2022
Q4 		$1.69M Buy
27,477
+5,804
+27% +$342K 0.16% 130
2022
Q3 		$1.14M Sell
21,673
-390
-2% -$22.9K 0.12% 155
2022
Q2 		$1.3M Buy
22,063
+3,826
+21% +$245K 0.12% 154
2022
Q1 		$1.27M Buy
18,237
+3,067
+20% +$217K 0.1% 161
2021
Q4 		$1.13M Sell
15,170
-6,330
-29% -$476K 0.09% 155
2021
Q3 		$1.6M Buy
21,500
+8,311
+63% +$632K 0.16% 118
2021
Q2 		$987K Buy
13,189
+1,051
+9% +$79.3K 0.1% 145
2021
Q1 		$875K Sell
12,138
-1,655
-12% -$118K 0.09% 152
2020
Q4 		$953K Sell
13,793
-1,547
-10% -$100K 0.11% 138
2020
Q3 		$925K Buy
15,340
+389
+3% +$23.5K 0.13% 121
2020
Q2 		$855K Buy
14,951
+2,858
+24% +$155K 0.13% 121
2020
Q1 		$603K Sell
12,093
-1,513
-11% -$90K 0.11% 118
2019
Q4 		$888K Buy
+13,606
New +$863K 0.16% 105

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Visionary Wealth Advisors's IEFA Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q1 2026, buying an estimated $595K and bringing the position to 68,640 shares worth $6.21M. The position accounts for 0.27% of the portfolio, ranked #95.

Visionary Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Visionary Wealth Advisors held 68,640 shares of iShares Core MSCI EAFE ETF worth $6.21M as of Q1 2026.
  • Visionary Wealth Advisors bought 6,376 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $595K.
  • iShares Core MSCI EAFE ETF made up 0.27% of Visionary Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.