BGA
IEFA icon

Battery Global Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Battery Global 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 		$23.9K Buy
264
+123
+87% +$11.5K 0.01% 103
2025
Q4 		$31.8K Sell
141
-123
-47% -$10.9K 0.01% 99
2025
Q3 		$23.1K Buy
+264
New +$22.4K 0.01% 104

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

Battery Global Advisors's IEFA Position: Q1 2026 in Review

Battery Global Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 87% in Q1 2026, buying an estimated $11.5K and bringing the position to 264 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #103.

Battery Global Advisors first reported a position in IEFA in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.8K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Battery Global Advisors held 264 shares of iShares Core MSCI EAFE ETF worth $23.9K as of Q1 2026.
  • Battery Global Advisors bought 123 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $11.5K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Battery Global Advisors's portfolio in Q1 2026, its #103 holding.
  • Battery Global Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • Battery Global Advisors's iShares Core MSCI EAFE ETF position peaked at $31.8K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.