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

BCS Private 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	$6.53M	Buy	67,575 +9	+0%	+$864	1.97%	13
2026 Q1	$6.12M	Buy	67,566 +206	+0.3%	+$19.2K	1.86%	10
2025 Q4	$6.03M	Sell	67,360 -1,256	-2%	-$111K	2.06%	10
2025 Q3	$5.99M	Buy	68,616 +1,265	+2%	+$107K	2.14%	8
2025 Q2	$5.62M	Buy	+67,351	New	+$5.35M	2.11%	8

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

BCS Private Wealth Management's IEFA Position: Q2 2026 in Review

BCS Private Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.01% in Q2 2026, buying an estimated $864 and bringing the position to 67,575 shares worth $6.53M. The position accounts for 1.97% of the portfolio, ranked #13.

BCS Private Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BCS Private Wealth Management held 67,575 shares of iShares Core MSCI EAFE ETF worth $6.53M as of Q2 2026.
BCS Private Wealth Management bought 9 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $864.
iShares Core MSCI EAFE ETF made up 1.97% of BCS Private Wealth Management's portfolio in Q2 2026, its #13 holding.
BCS Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.