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Badgley Phelps Wealth Managers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$324K Sell
3,580
-157
-4% -$14.7K 0.01% 276
2025
Q4 		$334K Buy
3,737
+253
+7% +$22.4K 0.01% 271
2025
Q3 		$304K Hold
3,484
– – 0.01% 262
2025
Q2 		$291K Buy
3,484
+564
+19% +$44.8K 0.01% 261
2025
Q1 		$221K Sell
2,920
-357
-11% -$26.7K 0.01% 283
2024
Q4 		$230K Buy
3,277
+247
+8% +$18.2K 0.01% 277
2024
Q3 		$236K Buy
3,030
+59
+2% +$4.42K 0.01% 269
2024
Q2 		$216K Sell
2,971
-497
-14% -$36.6K 0.01% 245
2024
Q1 		$257K Buy
3,468
+324
+10% +$23.1K 0.01% 230
2023
Q4 		$221K Sell
3,144
-774
-20% -$51K 0.01% 232
2023
Q3 		$252K Buy
3,918
+461
+13% +$30.9K 0.01% 206
2023
Q2 		$233K Sell
3,457
-320
-8% -$21.7K 0.01% 224
2023
Q1 		$252K Buy
+3,777
New +$248K 0.01% 187

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Badgley Phelps Wealth Managers's IEFA Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.2% in Q1 2026, selling an estimated $14.7K and leaving 3,580 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #276.

Badgley Phelps Wealth Managers first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $334K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Badgley Phelps Wealth Managers held 3,580 shares of iShares Core MSCI EAFE ETF worth $324K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 157 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.7K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #276 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
  • Badgley Phelps Wealth Managers's iShares Core MSCI EAFE ETF position peaked at $334K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.