VSM Wealth Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

VSM Wealth Advisory’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	$4.93K	Hold	51	–	–	﹤0.01%	415
2026 Q1	$4.62K	Buy	+51	New	+$4.76K	﹤0.01%	414

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

VSM Wealth Advisory's IEFA Position: Q2 2026 in Review

VSM Wealth Advisory held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 51 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

VSM Wealth Advisory first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. 2,444 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

VSM Wealth Advisory held 51 shares of iShares Core MSCI EAFE ETF worth $4.93K as of Q2 2026.
VSM Wealth Advisory left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #415 holding.
VSM Wealth Advisory first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
2,444 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.