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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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 494 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.
  • 494 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.