BFG
IEFA icon

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
Q3 		$309K Sell
3,191
-40
-1% -$3.95K 0.15% 47
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Baron Financial Group's IEFA Position: Q3 2026 in Review

Baron Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q3 2026, selling an estimated $3.95K and leaving 3,191 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #47.

Baron Financial Group first reported a position in IEFA in Q3 2020 and has held it in 25 quarters since. The position peaked at $374K in Q1 2022. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Baron Financial Group held 3,191 shares of iShares Core MSCI EAFE ETF worth $309K as of Q3 2026.
  • Baron Financial Group sold 40 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $3.95K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Baron Financial Group's portfolio in Q3 2026, its #47 holding.
  • Baron Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's iShares Core MSCI EAFE ETF position peaked at $374K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.