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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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. 1,171 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.
1,171 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.