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Bear Mountain Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bear Mountain Capital’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 		$1.38M Buy
14,201
+15
+0.1% +$1.44K 0.4% 26
2026
Q1 		$1.38M Sell
14,186
-18
-0.1% -$1.68K 0.41% 24
2025
Q4 		$1.31M Sell
14,204
-19
-0.1% -$1.68K 0.42% 27
2025
Q3 		$1.25M Sell
14,223
-216
-1% -$18.4K 0.42% 26
2025
Q2 		$1.19M Hold
14,439
– – 0.43% 26
2025
Q1 		$1.14M Sell
14,439
-7
-0% -$523 0.44% 24
2024
Q4 		$1.06M Buy
14,446
+2,137
+17% +$158K 0.41% 26
2024
Q3 		$932K Hold
12,309
– – 0.37% 30
2024
Q2 		$932K Sell
12,309
-245
-2% -$18K 0.38% 30
2024
Q1 		$891K Sell
12,554
-335
-3% -$23.8K 0.38% 31
2023
Q4 		$887K Buy
+12,889
New +$850K 0.37% 30

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bear Mountain Capital's IEFA Position: Q2 2026 in Review

Bear Mountain Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.11% in Q2 2026, buying an estimated $1.44K and bringing the position to 14,201 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #26.

Bear Mountain Capital first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2026. 1,140 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Bear Mountain Capital held 14,201 shares of iShares Core MSCI EAFE ETF worth $1.38M as of Q2 2026.
  • Bear Mountain Capital bought 15 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.44K.
  • iShares Core MSCI EAFE ETF made up 0.4% of Bear Mountain Capital's portfolio in Q2 2026, its #26 holding.
  • Bear Mountain Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Bear Mountain Capital's iShares Core MSCI EAFE ETF position peaked at $1.38M in Q1 2026.
  • 1,140 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.