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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

BAM Wealth Management's IEFA Position: Q2 2026 in Review

BAM Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 36% in Q2 2026, buying an estimated $429K and bringing the position to 16,795 shares worth $1.62M. The position accounts for 1.01% of the portfolio, ranked #22.

BAM Wealth Management first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 1,608 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • BAM Wealth Management held 16,795 shares of iShares Core MSCI EAFE ETF worth $1.62M as of Q2 2026.
  • BAM Wealth Management bought 4,470 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $429K.
  • iShares Core MSCI EAFE ETF made up 1.01% of BAM Wealth Management's portfolio in Q2 2026, its #22 holding.
  • BAM Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.