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Baron Silver Stevens Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		$8.27M Buy
91,381
+7,489
+9% +$699K 1.2% 23
2025
Q4 		$7.5M Buy
83,892
+44
+0.1% +$3.89K 1.08% 23
2025
Q3 		$7.32M Buy
83,848
+8,759
+12% +$744K 1.07% 24
2025
Q2 		$6.27M Buy
75,089
+1,554
+2% +$123K 1% 24
2025
Q1 		$5.56M Buy
73,535
+1,267
+2% +$94.7K 0.97% 23
2024
Q4 		$5.08M Buy
72,268
+3,596
+5% +$265K 0.86% 24
2024
Q3 		$5.36M Buy
68,672
+5,237
+8% +$392K 0.94% 24
2024
Q2 		$4.61M Buy
63,435
+151
+0.2% +$11.1K 0.87% 24
2024
Q1 		$4.7M Sell
63,284
-1,254
-2% -$89.3K 0.91% 24
2023
Q4 		$4.54M Sell
64,538
-603
-0.9% -$39.7K 0.95% 24
2023
Q3 		$4.19M Buy
65,141
+1,387
+2% +$92.9K 0.95% 22
2023
Q2 		$4.3M Buy
63,754
+13,673
+27% +$927K 0.94% 22
2023
Q1 		$3.35M Sell
50,081
-9,115
-15% -$598K 0.87% 24
2022
Q4 		$3.65M Sell
59,196
-529
-0.9% -$31.1K 0.9% 23
2022
Q3 		$7.33K Sell
59,725
-7,688
-11% -$452K 1.99% 17
2022
Q2 		$3.97M Sell
67,413
-1,757
-3% -$113K 1.03% 24
2022
Q1 		$4.81M Sell
69,170
-1,818
-3% -$129K 1.13% 20
2021
Q4 		$5.3M Buy
70,988
+14,988
+27% +$1.13M 1.25% 19
2021
Q3 		$4.16M Buy
56,000
+17,282
+45% +$1.31M 1.11% 21
2021
Q2 		$2.9M Buy
38,718
+13,945
+56% +$1.05M 0.79% 23
2021
Q1 		$1.78M Buy
24,773
+9,255
+60% +$661K 0.97% 14
2020
Q4 		$1.07M Buy
+15,518
New +$1M 0.37% 27

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IEFA Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.9% in Q1 2026, buying an estimated $699K and bringing the position to 91,381 shares worth $8.27M. The position accounts for 1.2% of the portfolio, ranked #23.

Baron Silver Stevens Financial Advisors first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 91,381 shares of iShares Core MSCI EAFE ETF worth $8.27M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 7,489 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $699K.
  • iShares Core MSCI EAFE ETF made up 1.2% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.