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

Baron Financial 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 		$312K Sell
3,231
-15
-0.5% -$1.44K 0.15% 49
2026
Q1 		$294K Sell
3,246
-55
-2% -$5.13K 0.16% 46
2025
Q4 		$295K Sell
3,301
-15
-0.5% -$1.33K 0.16% 46
2025
Q3 		$290K Sell
3,316
-113
-3% -$9.6K 0.16% 44
2025
Q2 		$286K Buy
3,429
+118
+4% +$9.37K 0.17% 42
2025
Q1 		$250K Buy
3,311
+75
+2% +$5.61K 0.16% 45
2024
Q4 		$227K Buy
3,236
+100
+3% +$7.38K 0.14% 46
2024
Q3 		$245K Buy
3,136
+5
+0.2% +$374 0.15% 44
2024
Q2 		$227K Buy
3,131
+15
+0.5% +$1.1K 0.14% 43
2024
Q1 		$231K Hold
3,116
– – 0.14% 48
2023
Q4 		$219K Sell
3,116
-50
-2% -$3.3K 0.14% 48
2023
Q3 		$204K Sell
3,166
-185
-6% -$12.4K 0.13% 48
2023
Q2 		$226K Sell
3,351
-500
-13% -$33.9K 0.14% 46
2023
Q1 		$257K Sell
3,851
-285
-7% -$18.7K 0.16% 45
2022
Q4 		$255K Sell
4,136
-125
-3% -$7.36K 0.17% 48
2022
Q3 		$224K Sell
4,261
-15
-0.4% -$882 0.15% 48
2022
Q2 		$252K Sell
4,276
-1,102
-20% -$70.7K 0.17% 39
2022
Q1 		$374K Buy
5,378
+938
+21% +$66.3K 0.22% 34
2021
Q4 		$331K Buy
4,440
+80
+2% +$6.01K 0.19% 40
2021
Q3 		$324K Sell
4,360
-45
-1% -$3.42K 0.2% 36
2021
Q2 		$330K Sell
4,405
-250
-5% -$18.9K 0.21% 37
2021
Q1 		$335K Buy
4,655
+5
+0.1% +$357 0.23% 36
2020
Q4 		$321K Sell
4,650
-1,225
-21% -$79.2K 0.26% 37
2020
Q3 		$354K Buy
+5,875
New +$354K 0.33% 34

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baron Financial Group's IEFA Position: Q2 2026 in Review

Baron Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.46% in Q2 2026, selling an estimated $1.44K and leaving 3,231 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #49.

Baron Financial Group first reported a position in IEFA in Q3 2020 and has held it in 24 quarters since. The position peaked at $374K in Q1 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Baron Financial Group held 3,231 shares of iShares Core MSCI EAFE ETF worth $312K as of Q2 2026.
  • Baron Financial Group sold 15 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.44K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Baron Financial Group's portfolio in Q2 2026, its #49 holding.
  • Baron Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's iShares Core MSCI EAFE ETF position peaked at $374K in Q1 2022.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.