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 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

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

Baker Tilly Wealth Management's IEFA Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.07% in Q2 2026, buying an estimated $288 and bringing the position to 4,323 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #183.

Baker Tilly Wealth Management first reported a position in IEFA in Q3 2021 and has held it in 13 quarters since. The position peaked at $980K in Q1 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Baker Tilly Wealth Management held 4,323 shares of iShares Core MSCI EAFE ETF worth $417K as of Q2 2026.
Baker Tilly Wealth Management bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
iShares Core MSCI EAFE ETF made up 0.09% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #183 holding.
Baker Tilly Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 13 quarters since.
Baker Tilly Wealth Management's iShares Core MSCI EAFE ETF position peaked at $980K in Q1 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.