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

Bar Harbor 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	$1.78M	Buy	18,478 +1,031	+6%	+$99K	0.1%	129
2026 Q1	$1.58M	Buy	17,447 +2,224	+15%	+$208K	0.09%	131
2025 Q4	$1.36M	Buy	15,223 +1,683	+12%	+$149K	0.08%	140
2025 Q3	$1.18M	Buy	13,540 +176	+1%	+$15K	0.07%	145
2025 Q2	$1.12M	Buy	13,364 +2,861	+27%	+$227K	0.07%	142
2025 Q1	$795K	Buy	10,503 +1,296	+14%	+$96.9K	0.05%	149
2024 Q4	$647K	Buy	9,207 +625	+7%	+$46.1K	0.04%	164
2024 Q3	$670K	Hold	8,582	–	–	0.04%	171
2024 Q2	$623K	Buy	8,582 +2,976	+53%	+$219K	0.04%	170
2024 Q1	$416K	Buy	5,606 +1,713	+44%	+$122K	0.03%	196
2023 Q4	$274K	Buy	+3,893	New	+$257K	0.02%	222
2022 Q3	–	Sell	-7,841	Closed	-$461K	–	258
2022 Q2	$461K	Buy	+7,841	New	+$503K	0.04%	194
2022 Q1	–	Sell	-2,715	Closed	-$203K	–	244
2021 Q4	$203K	Sell	2,715 -92	-3%	-$6.91K	0.02%	235
2021 Q3	$208K	Hold	2,807	–	–	0.02%	236
2021 Q2	$210K	Sell	2,807 -5	-0.2%	-$377	0.02%	237
2021 Q1	$203K	Sell	2,812 -219	-7%	-$15.7K	0.02%	240
2020 Q4	$209K	Buy	+3,031	New	+$196K	0.02%	232
2020 Q1	–	Sell	-6,387	Closed	-$417K	–	254
2019 Q4	$417K	Buy	6,387 +235	+4%	+$14.9K	0.05%	206
2019 Q3	$376K	Buy	6,152 +466	+8%	+$28.1K	0.04%	232
2019 Q2	$349K	Buy	5,686 +989	+21%	+$60.6K	0.04%	233
2019 Q1	$285K	Buy	+4,697	New	+$277K	0.03%	245

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Bar Harbor Wealth Management's IEFA Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.9% in Q2 2026, buying an estimated $99K and bringing the position to 18,478 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #129.

Bar Harbor Wealth Management first reported a position in IEFA in Q1 2019 and has held it in 21 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bar Harbor Wealth Management held 18,478 shares of iShares Core MSCI EAFE ETF worth $1.78M as of Q2 2026.
Bar Harbor Wealth Management bought 1,031 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $99K.
iShares Core MSCI EAFE ETF made up 0.1% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #129 holding.
Bar Harbor Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 21 quarters since.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.