VisionPoint Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

VisionPoint Advisory 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 Q3	$2.52M	Sell	25,989 -6,263	-19%	-$618K	0.4%	63
2026 Q2	$3.11M	Buy	32,252 +3,766	+13%	+$362K	0.51%	47
2026 Q1	$2.58M	Buy	28,486 +177	+0.6%	+$16.5K	0.49%	50
2025 Q4	$2.53M	Buy	28,309 +1,596	+6%	+$141K	0.49%	57
2025 Q3	$2.33M	Buy	26,713 +6,238	+30%	+$530K	0.47%	55
2025 Q2	$1.71M	Buy	20,475 +11,357	+125%	+$901K	0.37%	74
2025 Q1	$690K	Buy	+9,118	New	+$682K	0.24%	91
2024 Q3	–	Sell	-2	Closed	-$145	–	490
2024 Q2	$145	Hold	2	–	–	﹤0.01%	765
2024 Q1	$114	Hold	2	–	–	﹤0.01%	771
2023 Q4	$108	Buy	+2	New	+$132	﹤0.01%	701
2023 Q3	–	Sell	-53	Closed	-$3.54K	–	750
2023 Q2	$3.54K	Buy	+53	New	+$3.59K	﹤0.01%	470
2021 Q1	–	Sell	-3,815	Closed	-$264K	–	129
2020 Q4	$264K	Sell	3,815 -743	-16%	-$48K	0.13%	121
2020 Q3	$275K	Buy	4,558 +42	+0.9%	+$2.53K	0.12%	98
2020 Q2	$269K	Buy	+4,516	New	+$245K	0.11%	93

Other funds holding IEFA

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

VisionPoint Advisory Group's IEFA Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q3 2026, selling an estimated $618K and leaving 25,989 shares worth $2.52M. The position accounts for 0.4% of the portfolio, ranked #63.

VisionPoint Advisory Group first reported a position in IEFA in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.11M in Q2 2026. 667 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

VisionPoint Advisory Group held 25,989 shares of iShares Core MSCI EAFE ETF worth $2.52M as of Q3 2026.
VisionPoint Advisory Group sold 6,263 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $618K.
iShares Core MSCI EAFE ETF made up 0.4% of VisionPoint Advisory Group's portfolio in Q3 2026, its #63 holding.
VisionPoint Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 14 quarters since.
VisionPoint Advisory Group's iShares Core MSCI EAFE ETF position peaked at $3.11M in Q2 2026.
667 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.