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

Baring Financial’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	$279K	Buy	2,890 +24	+0.8%	+$2.31K	0.15%	66
2026 Q1	$259K	Hold	2,866	–	–	0.16%	67
2025 Q4	$256K	Buy	2,866 +337	+13%	+$29.8K	0.16%	66
2025 Q3	$221K	Sell	2,529 -210	-8%	-$17.8K	0.15%	65
2025 Q2	$229K	Buy	2,739 +7	+0.3%	+$556	0.17%	62
2025 Q1	$207K	Sell	2,732 -262	-9%	-$19.6K	0.17%	63
2024 Q4	$210K	Buy	+2,994	New	+$221K	0.19%	61

Other funds holding IEFA

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Baring Financial's IEFA Position: Q2 2026 in Review

Baring Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.84% in Q2 2026, buying an estimated $2.31K and bringing the position to 2,890 shares worth $279K. The position accounts for 0.15% of the portfolio, ranked #66.

Baring Financial first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 919 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Baring Financial held 2,890 shares of iShares Core MSCI EAFE ETF worth $279K as of Q2 2026.
Baring Financial bought 24 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.31K.
iShares Core MSCI EAFE ETF made up 0.15% of Baring Financial's portfolio in Q2 2026, its #66 holding.
Baring Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
919 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.