Vontobel Holding
IEFA icon

Vontobel Holding’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vontobel Holding’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
2025
Q3 		– Sell
-22,310
Closed -$1.86M – 1392
2025
Q2 		$1.86M Buy
+22,310
New +$1.77M 0.01% 537
2025
Q1 		– Sell
-3,846
Closed -$270K – 1120
2024
Q4 		$270K Buy
+3,846
New +$284K ﹤0.01% 936
2022
Q3 		– Sell
-42,896
Closed -$2.52M – 1064
2022
Q2 		$2.52M Buy
+42,896
New +$2.75M 0.03% 356
2021
Q4 		– Sell
-8,967
Closed -$665K – 1129
2021
Q3 		$665K Buy
8,967
+5,782
+182% +$440K 0.01% 710
2021
Q2 		$238K Buy
+3,185
New +$240K ﹤0.01% 995

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vontobel Holding's IEFA Position: Q3 2025 in Review

Vontobel Holding sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 22,310 shares — an estimated $1.86M sold.

Vontobel Holding first reported a position in IEFA in Q2 2021 and held it in 5 quarters. The position peaked at $2.52M in Q2 2022. 2,137 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Vontobel Holding reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Vontobel Holding sold 22,310 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $1.86M.
  • Vontobel Holding first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 5 quarters.
  • Vontobel Holding's iShares Core MSCI EAFE ETF position peaked at $2.52M in Q2 2022.
  • 2,137 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Vontobel Holding's 13F filing for Q3 2025, filed 15 Oct 2025.