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 Q2	$9.33M	Buy	96,618 +5,237	+6%	+$503K	1.18%	23
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	$7.33M	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IEFA Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.7% in Q2 2026, buying an estimated $503K and bringing the position to 96,618 shares worth $9.33M. The position accounts for 1.18% of the portfolio, ranked #23.

Baron Silver Stevens Financial Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Baron Silver Stevens Financial Advisors held 96,618 shares of iShares Core MSCI EAFE ETF worth $9.33M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 5,237 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $503K.
iShares Core MSCI EAFE ETF made up 1.18% of Baron Silver Stevens Financial Advisors's portfolio in Q2 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 23 quarters since.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.