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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
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
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

Beckerman Institutional's IEFA Position: Q1 2026 in Review

Beckerman Institutional increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q1 2026, buying an estimated $60.6K and bringing the position to 17,270 shares worth $1.56M. The position accounts for 0.83% of the portfolio, ranked #33.

Beckerman Institutional first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Beckerman Institutional held 17,270 shares of iShares Core MSCI EAFE ETF worth $1.56M as of Q1 2026.
  • Beckerman Institutional bought 649 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $60.6K.
  • iShares Core MSCI EAFE ETF made up 0.83% of Beckerman Institutional's portfolio in Q1 2026, its #33 holding.
  • Beckerman Institutional first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's iShares Core MSCI EAFE ETF position peaked at $1.61M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.