BTWM
IEFA icon

Baker Tilly Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Baker Tilly Wealth Management’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
Q3 		$888K Buy
9,167
+4,844
+112% +$478K 0.17% 103
2026
Q2 		$417K Buy
4,323
+3
+0.1% +$288 0.09% 183
2026
Q1 		$391K Buy
4,320
+25
+0.6% +$2.33K 0.1% 180
2025
Q4 		$384K Buy
4,295
+3
+0.1% +$265 0.09% 186
2025
Q3 		$375K Buy
4,292
+54
+1% +$4.59K 0.08% 183
2025
Q2 		$354K Buy
4,238
+2
+0% +$159 0.13% 168
2025
Q1 		$320K Sell
4,236
-1,803
-30% -$135K 0.13% 178
2024
Q4 		$424K Buy
+6,039
New +$446K 0.17% 138
2023
Q3 		– Sell
-6,486
Closed -$438K – 510
2023
Q2 		$438K Hold
6,486
– – 0.05% 372
2023
Q1 		$434K Buy
6,486
+3,114
+92% +$204K 0.05% 371
2022
Q4 		$208K Buy
+3,372
New +$198K 0.03% 502
2022
Q2 		– Sell
-14,094
Closed -$980K – 516
2022
Q1 		$980K Buy
14,094
+7,602
+117% +$538K 0.11% 203
2021
Q4 		$485K Buy
6,492
+2,064
+47% +$155K 0.05% 353
2021
Q3 		$329K Buy
+4,428
New +$337K 0.04% 402

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Baker Tilly Wealth Management's IEFA Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 112% in Q3 2026, buying an estimated $478K and bringing the position to 9,167 shares worth $888K. The position accounts for 0.17% of the portfolio, ranked #103.

Baker Tilly Wealth Management first reported a position in IEFA in Q3 2021 and has held it in 14 quarters since. The position peaked at $980K in Q1 2022. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Baker Tilly Wealth Management held 9,167 shares of iShares Core MSCI EAFE ETF worth $888K as of Q3 2026.
  • Baker Tilly Wealth Management bought 4,844 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $478K.
  • iShares Core MSCI EAFE ETF made up 0.17% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Baker Tilly Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 14 quarters since.
  • Baker Tilly Wealth Management's iShares Core MSCI EAFE ETF position peaked at $980K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.