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

Beaird Harris 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	$296K	Hold	3,066	–	–	0.02%	118
2026 Q1	$278K	Buy	3,066 +87	+3%	+$8.12K	0.02%	118
2025 Q4	$267K	Hold	2,979	–	–	0.02%	118
2025 Q3	$260K	Hold	2,979	–	–	0.02%	119
2025 Q2	$249K	Buy	2,979 +788	+36%	+$62.5K	0.02%	122
2025 Q1	$166K	Buy	2,191 +762	+53%	+$57K	0.01%	132
2024 Q4	$100K	Hold	1,429	–	–	0.01%	174
2024 Q3	$112K	Buy	1,429 +597	+72%	+$44.7K	0.01%	167
2024 Q2	$60.4K	Buy	832 +399	+92%	+$29.4K	0.01%	205
2024 Q1	$32.1K	Buy	+433	New	+$30.8K	﹤0.01%	236
2022 Q4	–	Sell	-66	Closed	-$3K	–	754
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	377
2022 Q2	$4K	Hold	66	–	–	﹤0.01%	319
2022 Q1	$5K	Hold	66	–	–	﹤0.01%	424
2021 Q4	$5K	Buy	+66	New	+$4.96K	﹤0.01%	472

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

Beaird Harris Wealth Management's IEFA Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,066 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #118.

Beaird Harris Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 14 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Beaird Harris Wealth Management held 3,066 shares of iShares Core MSCI EAFE ETF worth $296K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #118 holding.
Beaird Harris Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.