Bellars Harris Wealth Management, LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bellars Harris Wealth Management, LLC’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	$578K	Buy	+5,983	New	+$575K	0.12%	75

Other funds holding IEFA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's IEFA Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 5,983 shares worth $578K. The stake represents 0.12% of the portfolio and ranks #75 among its holdings.

1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bellars Harris Wealth Management, LLC held 5,983 shares of iShares Core MSCI EAFE ETF worth $578K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.12% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #75 holding.
1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.