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

Vista Investment 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	$441K	Buy	4,569 +51	+1%	+$4.9K	0.13%	130
2026 Q1	$409K	Buy	4,518 +49	+1%	+$4.57K	0.14%	127
2025 Q4	$400K	Buy	4,469 +118	+3%	+$10.4K	0.13%	131
2025 Q3	$380K	Hold	4,351	–	–	0.13%	135
2025 Q2	$363K	Sell	4,351 -20	-0.5%	-$1.59K	0.13%	136
2025 Q1	$331K	Sell	4,371 -12	-0.3%	-$897	0.13%	141
2024 Q4	$308K	Hold	4,383	–	–	0.12%	149
2024 Q3	$342K	Hold	4,383	–	–	0.13%	140
2024 Q2	$318K	Sell	4,383 -8	-0.2%	-$589	0.13%	135
2024 Q1	$326K	Sell	4,391 -39	-0.9%	-$2.78K	0.13%	138
2023 Q4	$312K	Buy	4,430 +2	+0%	+$132	0.14%	135
2023 Q3	$285K	Hold	4,428	–	–	0.15%	135
2023 Q2	$299K	Sell	4,428 -17	-0.4%	-$1.15K	0.15%	134
2023 Q1	$297K	Buy	4,445 +837	+23%	+$54.9K	0.16%	134
2022 Q4	$222K	Buy	+3,608	New	+$212K	0.13%	145

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 Investment Management's IEFA Position: Q2 2026 in Review

Vista Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $4.9K and bringing the position to 4,569 shares worth $441K. The position accounts for 0.13% of the portfolio, ranked #130.

Vista Investment Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Vista Investment Management held 4,569 shares of iShares Core MSCI EAFE ETF worth $441K as of Q2 2026.
Vista Investment Management bought 51 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.9K.
iShares Core MSCI EAFE ETF made up 0.13% of Vista Investment Management's portfolio in Q2 2026, its #130 holding.
Vista Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.