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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bearing Point Capital's IEFA Position: Q1 2026 in Review

Bearing Point Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.2% in Q1 2026, selling an estimated $257K and leaving 35,400 shares worth $3.2M. The position accounts for 0.5% of the portfolio, ranked #61.

Bearing Point Capital first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.41M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Bearing Point Capital held 35,400 shares of iShares Core MSCI EAFE ETF worth $3.2M as of Q1 2026.
Bearing Point Capital sold 2,750 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $257K.
iShares Core MSCI EAFE ETF made up 0.5% of Bearing Point Capital's portfolio in Q1 2026, its #61 holding.
Bearing Point Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's iShares Core MSCI EAFE ETF position peaked at $3.41M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.