Barnes Dennig Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Barnes Dennig Private 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	$1.25M	Buy	12,899 +883	+7%	+$84.8K	1%	25
2026 Q1	$1.09M	Buy	12,016 +3	+0%	+$280	1.08%	24
2025 Q4	$1.07M	Buy	12,013 +2,955	+33%	+$261K	1.08%	27
2025 Q3	$791K	Buy	9,058 +506	+6%	+$43K	0.85%	31
2025 Q2	$714K	Buy	8,552 +7,348	+610%	+$583K	0.86%	29
2025 Q1	$91.1K	Buy	+1,204	New	+$90K	0.14%	57

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

Barnes Dennig Private Wealth Management's IEFA Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.3% in Q2 2026, buying an estimated $84.8K and bringing the position to 12,899 shares worth $1.25M. The position accounts for 1% of the portfolio, ranked #25.

Barnes Dennig Private Wealth Management first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Barnes Dennig Private Wealth Management held 12,899 shares of iShares Core MSCI EAFE ETF worth $1.25M as of Q2 2026.
Barnes Dennig Private Wealth Management bought 883 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $84.8K.
iShares Core MSCI EAFE ETF made up 1% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #25 holding.
Barnes Dennig Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.