Beckerman Institutional’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beckerman Institutional’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	$1.62M	Sell	16,796 -474	-3%	-$45.5K	0.77%	35
2026 Q1	$1.56M	Buy	17,270 +649	+4%	+$60.6K	0.83%	33
2025 Q4	$1.49M	Sell	16,621 -1,611	-9%	-$142K	0.83%	35
2025 Q3	$1.59M	Sell	18,232 -1,074	-6%	-$91.3K	0.94%	33
2025 Q2	$1.61M	Sell	19,306 -224	-1%	-$17.8K	1.07%	27
2025 Q1	$1.48M	Buy	19,530 +1,059	+6%	+$79.2K	1.07%	26
2024 Q4	$1.3M	Buy	18,471 +47	+0.3%	+$3.47K	1.04%	30
2024 Q3	$1.44M	Buy	+18,424	New	+$1.38M	1.21%	22

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

Beckerman Institutional's IEFA Position: Q2 2026 in Review

Beckerman Institutional reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q2 2026, selling an estimated $45.5K and leaving 16,796 shares worth $1.62M. The position accounts for 0.77% of the portfolio, ranked #35.

Beckerman Institutional first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Beckerman Institutional held 16,796 shares of iShares Core MSCI EAFE ETF worth $1.62M as of Q2 2026.
Beckerman Institutional sold 474 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $45.5K.
iShares Core MSCI EAFE ETF made up 0.77% of Beckerman Institutional's portfolio in Q2 2026, its #35 holding.
Beckerman Institutional first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.