BCGM Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BCGM Wealth Management’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	$411K	Sell	4,258 -1,442	-25%	-$139K	0.09%	126
2026 Q1	$516K	Hold	5,700	–	–	0.13%	112
2025 Q4	$510K	Buy	5,700 +24	+0.4%	+$2.12K	0.13%	111
2025 Q3	$496K	Sell	5,676 -11	-0.2%	-$935	0.13%	112
2025 Q2	$475K	Sell	5,687 -98	-2%	-$7.78K	0.13%	107
2025 Q1	$438K	Sell	5,785 -774	-12%	-$57.9K	0.13%	104
2024 Q4	$461K	Sell	6,559 -356	-5%	-$26.3K	0.15%	101
2024 Q3	$540K	Sell	6,915 -176	-2%	-$13.2K	0.18%	94
2024 Q2	$515K	Sell	7,091 -829	-10%	-$61K	0.18%	92
2024 Q1	$588K	Sell	7,920 -82	-1%	-$5.84K	0.21%	85
2023 Q4	$563K	Sell	8,002 -708	-8%	-$46.7K	0.23%	71
2023 Q3	$561K	Sell	8,710 -1	-0%	-$67	0.26%	66
2023 Q2	$588K	Sell	8,711 -170	-2%	-$11.5K	0.26%	64
2023 Q1	$594K	Sell	8,881 -1,385	-13%	-$90.8K	0.3%	63
2022 Q4	$633K	Sell	10,266 -64	-0.6%	-$3.77K	0.31%	62
2022 Q3	$572K	Sell	10,330 -2,176	-17%	-$128K	0.29%	61
2022 Q2	$776K	Sell	12,506 -3,597	-22%	-$231K	0.39%	53
2022 Q1	$1.04M	Sell	16,103 -3,962	-20%	-$280K	0.57%	42
2021 Q4	$1.5M	Sell	20,065 -3,069	-13%	-$231K	0.81%	28
2021 Q3	$1.77M	Sell	23,134 -1,728	-7%	-$131K	0.99%	20
2021 Q2	$1.88M	Sell	24,862 -166	-0.7%	-$12.5K	1.11%	18
2021 Q1	$1.85M	Sell	25,028 -400	-2%	-$28.6K	1.27%	17
2020 Q4	$1.84M	Buy	+25,428	New	+$1.64M	1.3%	16

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

BCGM Wealth Management's IEFA Position: Q2 2026 in Review

BCGM Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q2 2026, selling an estimated $139K and leaving 4,258 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #126.

BCGM Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q2 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BCGM Wealth Management held 4,258 shares of iShares Core MSCI EAFE ETF worth $411K as of Q2 2026.
BCGM Wealth Management sold 1,442 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $139K.
iShares Core MSCI EAFE ETF made up 0.09% of BCGM Wealth Management's portfolio in Q2 2026, its #126 holding.
BCGM Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
BCGM Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.88M in Q2 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.