BCM
IEFA icon

Becker Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Becker Capital 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
Q1 		$22.9M Buy
252,963
+26,747
+12% +$2.5M 0.67% 54
2025
Q4 		$20.2M Buy
226,216
+26,190
+13% +$2.32M 0.58% 58
2025
Q3 		$17.5M Buy
200,026
+14,582
+8% +$1.24M 0.51% 62
2025
Q2 		$15.5M Buy
185,444
+9,571
+5% +$760K 0.48% 66
2025
Q1 		$13.3M Buy
175,873
+20,955
+14% +$1.57M 0.44% 73
2024
Q4 		$10.9M Sell
154,918
-1,881
-1% -$139K 0.36% 75
2024
Q3 		$12.2M Sell
156,799
-8,577
-5% -$642K 0.4% 71
2024
Q2 		$12M Buy
165,376
+10,381
+7% +$764K 0.41% 73
2024
Q1 		$11.5M Sell
154,995
-118,770
-43% -$8.45M 0.4% 74
2023
Q4 		$19.3M Buy
273,765
+6,672
+2% +$440K 0.69% 53
2023
Q3 		$17.2M Sell
267,093
-2,805
-1% -$188K 0.68% 57
2023
Q2 		$18.2M Buy
269,898
+3,840
+1% +$260K 0.69% 58
2023
Q1 		$17.8M Buy
+266,058
New +$17.4M 0.7% 59

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Becker Capital Management's IEFA Position: Q1 2026 in Review

Becker Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, buying an estimated $2.5M and bringing the position to 252,963 shares worth $22.9M. The position accounts for 0.67% of the portfolio, ranked #54.

Becker Capital Management first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Becker Capital Management held 252,963 shares of iShares Core MSCI EAFE ETF worth $22.9M as of Q1 2026.
  • Becker Capital Management bought 26,747 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.5M.
  • iShares Core MSCI EAFE ETF made up 0.67% of Becker Capital Management's portfolio in Q1 2026, its #54 holding.
  • Becker Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.