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

Vista Investment Partners II’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 		$500K Sell
5,177
-230
-4% -$22.1K 0.2% 100
2026
Q1 		$489K Sell
5,407
-157
-3% -$14.7K 0.22% 92
2025
Q4 		$498K Buy
5,564
+119
+2% +$10.5K 0.21% 93
2025
Q3 		$475K Sell
5,445
-583
-10% -$49.5K 0.22% 86
2025
Q2 		$503K Sell
6,028
-1,700
-22% -$135K 0.24% 82
2025
Q1 		$585K Sell
7,728
-816
-10% -$61K 0.32% 72
2024
Q4 		$600K Buy
+8,544
New +$630K 0.35% 69

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Vista Investment Partners II's IEFA Position: Q2 2026 in Review

Vista Investment Partners II reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.3% in Q2 2026, selling an estimated $22.1K and leaving 5,177 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #100.

Vista Investment Partners II first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $600K in Q4 2024. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Vista Investment Partners II held 5,177 shares of iShares Core MSCI EAFE ETF worth $500K as of Q2 2026.
  • Vista Investment Partners II sold 230 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $22.1K.
  • iShares Core MSCI EAFE ETF made up 0.2% of Vista Investment Partners II's portfolio in Q2 2026, its #100 holding.
  • Vista Investment Partners II first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Vista Investment Partners II's iShares Core MSCI EAFE ETF position peaked at $600K in Q4 2024.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.