BC
IEFA icon

Barrett & Company’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Barrett & Company’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 		$903K Buy
9,351
+117
+1% +$11.2K 0.25% 63
2026
Q1 		$836K Sell
9,234
-321
-3% -$30K 0.29% 54
2025
Q4 		$855K Sell
9,555
-113
-1% -$9.99K 0.29% 56
2025
Q3 		$844K Buy
9,668
+1,000
+12% +$85K 0.29% 56
2025
Q2 		$724K Buy
+8,668
New +$688K 0.27% 64
2025
Q1 		– Sell
-8,634
Closed -$607K – 623
2024
Q4 		$607K Buy
8,634
+272
+3% +$20.1K 0.26% 65
2024
Q3 		$653K Sell
8,362
-1,488
-15% -$111K 0.28% 63
2024
Q2 		$716K Buy
9,850
+1,578
+19% +$116K 0.32% 56
2024
Q1 		$614K Buy
8,272
+17
+0.2% +$1.21K 0.29% 62
2023
Q4 		$581K Buy
8,255
+66
+0.8% +$4.35K 0.31% 63
2023
Q3 		$527K Buy
8,189
+64
+0.8% +$4.29K 0.31% 64
2023
Q2 		$548K Buy
8,125
+136
+2% +$9.22K 0.32% 63
2023
Q1 		$534K Buy
7,989
+89
+1% +$5.83K 0.34% 66
2022
Q4 		$487K Hold
7,900
– – 0.32% 65
2022
Q3 		$487K Buy
+7,900
New +$465K 0.32% 65

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

Barrett & Company's IEFA Position: Q2 2026 in Review

Barrett & Company increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,351 shares worth $903K. The position accounts for 0.25% of the portfolio, ranked #63.

Barrett & Company first reported a position in IEFA in Q3 2022 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Barrett & Company held 9,351 shares of iShares Core MSCI EAFE ETF worth $903K as of Q2 2026.
  • Barrett & Company bought 117 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Core MSCI EAFE ETF made up 0.25% of Barrett & Company's portfolio in Q2 2026, its #63 holding.
  • Barrett & Company first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.