BBR Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BBR Partners’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	$2.24M	Buy	+23,229	New	+$2.23M	0.11%	83
2026 Q1	–	Sell	-4,283	Closed	-$383K	–	270
2025 Q4	$383K	Hold	4,283	–	–	0.02%	186
2025 Q3	$374K	Buy	+4,283	New	+$364K	0.02%	184
2020 Q3	–	Sell	-4,238	Closed	-$242K	–	189
2020 Q2	$242K	Sell	4,238 -5,959	-58%	-$323K	0.03%	143
2020 Q1	$509K	Buy	+10,197	New	+$607K	0.08%	86

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

BBR Partners's IEFA Position: Q2 2026 in Review

BBR Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 23,229 shares worth $2.24M. The stake represents 0.11% of the portfolio and ranks #83 among its holdings. This is a return to the name: BBR Partners previously reported a position in IEFA as recently as Q4 2025.

BBR Partners first reported a position in IEFA in Q1 2020 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BBR Partners held 23,229 shares of iShares Core MSCI EAFE ETF worth $2.24M as of Q2 2026.
iShares Core MSCI EAFE ETF was a new BBR Partners position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.11% of BBR Partners's portfolio in Q2 2026, its #83 holding.
BBR Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 5 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.