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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
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
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

BBR Partners's IEFA Position: Q1 2026 in Review

BBR Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 4,283 shares — an estimated $383K sold.

BBR Partners first reported a position in IEFA in Q1 2020 and held it in 4 quarters. The position peaked at $509K in Q1 2020. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • BBR Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • BBR Partners sold 4,283 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $383K.
  • BBR Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and held it in 4 quarters.
  • BBR Partners's iShares Core MSCI EAFE ETF position peaked at $509K in Q1 2020.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.