Bearing Point Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bearing Point 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	$4.02M	Buy	41,658 +6,258	+18%	+$601K	0.54%	60
2026 Q1	$3.2M	Sell	35,400 -2,750	-7%	-$257K	0.5%	61
2025 Q4	$3.41M	Buy	38,150 +3,350	+10%	+$296K	0.53%	60
2025 Q3	$3.04M	Hold	34,800	–	–	0.52%	59
2025 Q2	$2.91M	Buy	34,800 +200	+0.6%	+$15.9K	0.53%	59
2025 Q1	$2.62M	Hold	34,600	–	–	0.56%	59
2024 Q4	$2.43M	Buy	+34,600	New	+$2.55M	0.51%	59

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

Bearing Point Capital's IEFA Position: Q2 2026 in Review

Bearing Point Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $601K and bringing the position to 41,658 shares worth $4.02M. The position accounts for 0.54% of the portfolio, ranked #60.

Bearing Point Capital first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bearing Point Capital held 41,658 shares of iShares Core MSCI EAFE ETF worth $4.02M as of Q2 2026.
Bearing Point Capital bought 6,258 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $601K.
iShares Core MSCI EAFE ETF made up 0.54% of Bearing Point Capital's portfolio in Q2 2026, its #60 holding.
Bearing Point Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.