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 Q2	$25.1M	Buy	259,662 +6,699	+3%	+$643K	0.67%	50
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 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

Becker Capital Management's IEFA Position: Q2 2026 in Review

Becker Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q2 2026, buying an estimated $643K and bringing the position to 259,662 shares worth $25.1M. The position accounts for 0.67% of the portfolio, ranked #50.

Becker Capital Management first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Becker Capital Management held 259,662 shares of iShares Core MSCI EAFE ETF worth $25.1M as of Q2 2026.
Becker Capital Management bought 6,699 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $643K.
iShares Core MSCI EAFE ETF made up 0.67% of Becker Capital Management's portfolio in Q2 2026, its #50 holding.
Becker Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.