Bartlett & Co Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $171M | Buy |
1,817,309
+248,427
| +16% | +$23.2M | 2.19% | 10 |
|
|
2025
Q4 | $140M | Buy |
1,568,882
+118,123
| +8% | +$10.4M | 1.84% | 12 |
|
|
2025
Q3 | $127M | Buy |
1,450,759
+64,046
| +5% | +$5.44M | 1.68% | 15 |
|
|
2025
Q2 | $116M | Buy |
1,386,713
+101,096
| +8% | +$8.02M | 1.62% | 16 |
|
|
2025
Q1 | $97.3M | Buy |
1,285,617
+9,433
| +0.7% | +$705K | 1.43% | 17 |
|
|
2024
Q4 | $89.7M | Buy |
1,276,184
+23,028
| +2% | +$1.7M | 1.3% | 20 |
|
|
2024
Q3 | $97.8M | Buy |
1,253,156
+106,803
| +9% | +$7.99M | 1.4% | 20 |
|
|
2024
Q2 | $83.3M | Buy |
1,146,353
+11,459
| +1% | +$843K | 1.26% | 23 |
|
|
2024
Q1 | $84.2M | Buy |
1,134,894
+30,349
| +3% | +$2.16M | 1.3% | 21 |
|
|
2023
Q4 | $77.7M | Buy |
1,104,545
+31,089
| +3% | +$2.05M | 1.26% | 22 |
|
|
2023
Q3 | $69.1M | Buy |
1,073,456
+29,489
| +3% | +$1.97M | 1.24% | 22 |
|
|
2023
Q2 | $70.5M | Buy |
1,043,967
+53,802
| +5% | +$3.65M | 1.22% | 24 |
|
|
2023
Q1 | $66.2M | Buy |
990,165
+42,238
| +4% | +$2.77M | 1.28% | 21 |
|
|
2022
Q4 | $58.4M | Buy |
947,927
+70,872
| +8% | +$4.17M | 1.18% | 27 |
|
|
2022
Q3 | $46.2M | Buy |
877,055
+17,862
| +2% | +$1.05M | 0.99% | 34 |
|
|
2022
Q2 | $50.6M | Buy |
859,193
+52,393
| +6% | +$3.36M | 1.02% | 33 |
|
|
2022
Q1 | $56.1M | Buy |
806,800
+37,614
| +5% | +$2.66M | 0.98% | 34 |
|
|
2021
Q4 | $57.5M | Buy |
769,186
+35,721
| +5% | +$2.68M | 0.98% | 34 |
|
|
2021
Q3 | $54.5M | Buy |
733,465
+32,135
| +5% | +$2.44M | 1.04% | 34 |
|
|
2021
Q2 | $52.5M | Buy |
701,330
+5,510
| +0.8% | +$416K | 1% | 38 |
|
|
2021
Q1 | $50.1M | Buy |
695,820
+26,242
| +4% | +$1.88M | 1.01% | 36 |
|
|
2020
Q4 | $46.3M | Buy |
669,578
+28,239
| +4% | +$1.83M | 0.99% | 36 |
|
|
2020
Q3 | $38.7M | Buy |
641,339
+3,161
| +0.5% | +$191K | 0.91% | 39 |
|
|
2020
Q2 | $36.5M | Sell |
638,178
-21,422
| -3% | -$1.16M | 0.95% | 35 |
|
|
2020
Q1 | $32.9M | Buy |
659,600
+15,716
| +2% | +$935K | 1% | 32 |
|
|
2019
Q4 | $42M | Buy |
643,884
+106,624
| +20% | +$6.76M | 1.02% | 28 |
|
|
2019
Q3 | $32.8M | Sell |
537,260
-114,300
| -18% | -$6.9M | 0.86% | 39 |
|
|
2019
Q2 | $40M | Sell |
651,560
-354,966
| -35% | -$21.7M | 1.49% | 17 |
|
|
2019
Q1 | $61.2M | Buy |
1,006,526
+82,631
| +9% | +$4.88M | 2.34% | 7 |
|
|
2018
Q4 | $50.8M | Sell |
923,895
-185,828
| -17% | -$10.9M | 2.16% | 10 |
|
|
2018
Q3 | $71.1M | Buy |
1,109,723
+91,225
| +9% | +$5.82M | 2.67% | 4 |
|
|
2018
Q2 | $64.5M | Buy |
1,018,498
+59,479
| +6% | +$3.94M | 2.62% | 5 |
|
|
2018
Q1 | $63.2M | Buy |
+959,019
| New | +$64.4M | 2.61% | 6 |
|
Other funds holding IEFA
Bartlett & Co Wealth Management's IEFA Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q1 2026, buying an estimated $23.2M and bringing the position to 1,817,309 shares worth $171M. The position accounts for 2.19% of the portfolio, ranked #10.
Bartlett & Co Wealth Management first reported a position in IEFA in Q1 2018 and has held it in 33 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Bartlett & Co Wealth Management held 1,817,309 shares of iShares Core MSCI EAFE ETF worth $171M as of Q1 2026.
- Bartlett & Co Wealth Management bought 248,427 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $23.2M.
- iShares Core MSCI EAFE ETF made up 2.19% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #10 holding.
- Bartlett & Co Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.