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 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

VisionPoint Advisory Group's IEFA Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, buying an estimated $362K and bringing the position to 32,252 shares worth $3.11M. The position accounts for 0.51% of the portfolio, ranked #47.

VisionPoint Advisory Group first reported a position in IEFA in Q2 2020 and has held it in 13 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

VisionPoint Advisory Group held 32,252 shares of iShares Core MSCI EAFE ETF worth $3.11M as of Q2 2026.
VisionPoint Advisory Group bought 3,766 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $362K.
iShares Core MSCI EAFE ETF made up 0.51% of VisionPoint Advisory Group's portfolio in Q2 2026, its #47 holding.
VisionPoint Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 13 quarters since.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.