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 Q2	$37.4M	Buy	387,397 +7,194	+2%	+$691K	8.58%	4
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 $1.55T 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

Bare Financial Services's IEFA Position: Q2 2026 in Review

Bare Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, buying an estimated $691K and bringing the position to 387,397 shares worth $37.4M. The position accounts for 8.58% of the portfolio, ranked #4.

Bare Financial Services first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bare Financial Services held 387,397 shares of iShares Core MSCI EAFE ETF worth $37.4M as of Q2 2026.
Bare Financial Services bought 7,194 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $691K.
iShares Core MSCI EAFE ETF made up 8.58% of Bare Financial Services's portfolio in Q2 2026, its #4 holding.
Bare Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.