Bare Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bare Financial Services’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 Q1	$34.4M	Buy	380,203 +11,568	+3%	+$1.08M	9.1%	2
2025 Q4	$33M	Buy	368,635 +8,022	+2%	+$709K	9.17%	2
2025 Q3	$31.5M	Buy	360,613 +8,800	+3%	+$748K	9.4%	2
2025 Q2	$29.4M	Buy	351,813 +28,979	+9%	+$2.3M	9.91%	2
2025 Q1	$24.4M	Buy	322,834 +14,890	+5%	+$1.11M	9.39%	2
2024 Q4	$21.6M	Buy	307,944 +21,687	+8%	+$1.6M	8.7%	4
2024 Q3	$22.3M	Buy	286,257 +75,518	+36%	+$5.65M	9.18%	2
2024 Q2	$15.8M	Buy	210,739 +154,126	+272%	+$11.3M	8.29%	3
2024 Q1	$4.06M	Buy	56,613 +47,652	+532%	+$3.39M	3.9%	6
2023 Q4	$630K	Buy	+8,961	New	+$591K	1.27%	15

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bare Financial Services's IEFA Position: Q1 2026 in Review

Bare Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q1 2026, buying an estimated $1.08M and bringing the position to 380,203 shares worth $34.4M. The position accounts for 9.1% of the portfolio, ranked #2.

Bare Financial Services first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Bare Financial Services held 380,203 shares of iShares Core MSCI EAFE ETF worth $34.4M as of Q1 2026.
Bare Financial Services bought 11,568 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.08M.
iShares Core MSCI EAFE ETF made up 9.1% of Bare Financial Services's portfolio in Q1 2026, its #2 holding.
Bare Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.