Vista Cima Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vista Cima Wealth Management’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	$7.34M	Buy	75,956 +4,945	+7%	+$475K	5.46%	5
2026 Q1	$6.43M	Buy	71,011 +38,847	+121%	+$3.63M	6.35%	4
2025 Q4	$2.88M	Buy	32,164 +631	+2%	+$55.8K	2.4%	13
2025 Q3	$2.75M	Buy	31,533 +1,044	+3%	+$88.7K	2.29%	13
2025 Q2	$2.55M	Buy	30,489 +31	+0.1%	+$2.46K	2.38%	13
2025 Q1	$2.3M	Sell	30,458 -13,353	-30%	-$998K	2.48%	13
2024 Q4	$3.08M	Buy	+43,811	New	+$3.23M	3.2%	12

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vista Cima Wealth Management's IEFA Position: Q2 2026 in Review

Vista Cima Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q2 2026, buying an estimated $475K and bringing the position to 75,956 shares worth $7.34M. The position accounts for 5.46% of the portfolio, ranked #5.

Vista Cima Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Vista Cima Wealth Management held 75,956 shares of iShares Core MSCI EAFE ETF worth $7.34M as of Q2 2026.
Vista Cima Wealth Management bought 4,945 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $475K.
iShares Core MSCI EAFE ETF made up 5.46% of Vista Cima Wealth Management's portfolio in Q2 2026, its #5 holding.
Vista Cima Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.