BAM Wealth Management
IEFA icon

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

BAM 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 		$1.67M Buy
17,196
+401
+2% +$39.6K 0.9% 23
2026
Q2 		$1.62M Buy
16,795
+4,470
+36% +$429K 1.01% 22
2026
Q1 		$1.12M Buy
12,325
+1,366
+12% +$127K 0.83% 27
2025
Q4 		$980K Buy
10,959
+4,417
+68% +$391K 0.71% 35
2025
Q3 		$571K Buy
+6,542
New +$556K 0.44% 65

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

BAM Wealth Management's IEFA Position: Q3 2026 in Review

BAM Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q3 2026, buying an estimated $39.6K and bringing the position to 17,196 shares worth $1.67M. The position accounts for 0.9% of the portfolio, ranked #23.

BAM Wealth Management first reported a position in IEFA in Q3 2025 and has held it in 5 quarters since. 1,731 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • BAM Wealth Management held 17,196 shares of iShares Core MSCI EAFE ETF worth $1.67M as of Q3 2026.
  • BAM Wealth Management bought 401 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $39.6K.
  • iShares Core MSCI EAFE ETF made up 0.9% of BAM Wealth Management's portfolio in Q3 2026, its #23 holding.
  • BAM Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,731 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.