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

Barnes Wealth Management Group’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 		$380K Sell
3,930
-71
-2% -$6.82K 0.18% 122
2026
Q1 		$362K Buy
4,001
+678
+20% +$63.3K 0.18% 119
2025
Q4 		$297K Buy
3,323
+210
+7% +$18.6K 0.16% 127
2025
Q3 		$272K Buy
+3,113
New +$265K 0.15% 129

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Barnes Wealth Management Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, selling an estimated $6.82K and leaving 3,930 shares worth $380K. The position accounts for 0.18% of the portfolio, ranked #122.

Barnes Wealth Management Group first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 979 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Barnes Wealth Management Group held 3,930 shares of iShares Core MSCI EAFE ETF worth $380K as of Q2 2026.
  • Barnes Wealth Management Group sold 71 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.82K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Barnes Wealth Management Group's portfolio in Q2 2026, its #122 holding.
  • Barnes Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 979 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.