Bedel Financial Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.79M | Buy |
26,890
+33
| +0.1% | +$3.39K | 0.26% | 51 |
|
|
2026
Q1 | $2.61M | Buy |
26,857
+208
| +0.8% | +$20.8K | 0.29% | 48 |
|
|
2025
Q4 | $2.56M | Buy |
26,649
+210
| +0.8% | +$19.9K | 0.28% | 48 |
|
|
2025
Q3 | $2.47M | Buy |
26,439
+1,503
| +6% | +$137K | 0.32% | 46 |
|
|
2025
Q2 | $2.23M | Buy |
24,936
+131
| +0.5% | +$11.2K | 0.3% | 43 |
|
|
2025
Q1 | $2.14M | Buy |
24,805
+24
| +0.1% | +$1.93K | 0.31% | 43 |
|
|
2024
Q4 | $1.98M | Buy |
24,781
+2,825
| +13% | +$224K | 0.28% | 49 |
|
|
2024
Q3 | $1.84M | Buy |
21,956
+1,088
| +5% | +$87.5K | 0.26% | 49 |
|
|
2024
Q2 | $1.63M | Buy |
20,868
+447
| +2% | +$35.4K | 0.24% | 50 |
|
|
2024
Q1 | $1.63M | Buy |
20,421
+488
| +2% | +$37.3K | 0.26% | 48 |
|
|
2023
Q4 | $1.5M | Buy |
19,933
+772
| +4% | +$54.6K | 0.28% | 51 |
|
|
2023
Q3 | $1.32M | Buy |
19,161
+432
| +2% | +$30.9K | 0.27% | 53 |
|
|
2023
Q2 | $1.36M | Buy |
18,729
+196
| +1% | +$14.2K | 0.28% | 52 |
|
|
2023
Q1 | $1.33M | Buy |
18,533
+537
| +3% | +$37.6K | 0.32% | 47 |
|
|
2022
Q4 | $1.18M | Buy |
17,996
+1,231
| +7% | +$77.1K | 0.29% | 54 |
|
|
2022
Q3 | $1.02M | Buy |
16,765
+4,464
| +36% | +$278K | 0.27% | 53 |
|
|
2022
Q2 | $769K | Buy |
12,301
+7,108
| +137% | +$484K | 0.23% | 60 |
|
|
2022
Q1 | $382K | Buy |
5,193
+1
| +0% | +$75 | 0.12% | 122 |
|
|
2021
Q4 | $408K | Sell |
5,192
-414
| -7% | -$32.8K | 0.13% | 119 |
|
|
2021
Q3 | $437K | Buy |
5,606
+245
| +5% | +$19.6K | 0.15% | 103 |
|
|
2021
Q2 | $423K | Buy |
5,361
+1,468
| +38% | +$117K | 0.15% | 106 |
|
|
2021
Q1 | $295K | Sell |
3,893
-72
| -2% | -$5.42K | 0.11% | 136 |
|
|
2020
Q4 | $289K | Buy |
3,965
+518
| +15% | +$35.4K | 0.13% | 113 |
|
|
2020
Q3 | $219K | Buy |
3,447
+165
| +5% | +$10.6K | 0.11% | 129 |
|
|
2020
Q2 | $200K | Buy |
3,282
+2
| +0.1% | +$116 | 0.11% | 131 |
|
|
2020
Q1 | $175K | Buy |
3,280
+453
| +16% | +$28.8K | 0.12% | 134 |
|
|
2019
Q4 | $196K | Buy |
2,827
+86
| +3% | +$5.81K | 0.11% | 144 |
|
|
2019
Q3 | $179K | Hold |
2,741
| – | – | 0.11% | 149 |
|
|
2019
Q2 | $180K | Hold |
2,741
| – | – | 0.11% | 148 |
|
|
2019
Q1 | $178K | Sell |
2,741
-107
| -4% | -$6.74K | 0.11% | 140 |
|
|
2018
Q4 | $167K | Buy |
2,848
+107
| +4% | +$6.68K | 0.12% | 137 |
|
|
2018
Q3 | $177K | Sell |
2,741
-1,460
| -35% | -$98.6K | 0.12% | 148 |
|
|
2018
Q2 | $281K | Hold |
4,201
| – | – | 0.21% | 105 |
|
|
2018
Q1 | $293K | Sell |
4,201
-569
| -12% | -$40.6K | 0.22% | 98 |
|
|
2017
Q4 | $335K | Buy |
+4,770
| New | +$332K | 0.3% | 78 |
|
Other funds holding EFA
NMIMC
Bedel Financial Consulting's EFA Position: Q2 2026 in Review
Bedel Financial Consulting increased its iShares MSCI EAFE ETF (EFA) stake by 0.12% in Q2 2026, buying an estimated $3.39K and bringing the position to 26,890 shares worth $2.79M. The position accounts for 0.26% of the portfolio, ranked #51.
Bedel Financial Consulting first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- Bedel Financial Consulting held 26,890 shares of iShares MSCI EAFE ETF worth $2.79M as of Q2 2026.
- Bedel Financial Consulting bought 33 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.39K.
- iShares MSCI EAFE ETF made up 0.26% of Bedel Financial Consulting's portfolio in Q2 2026, its #51 holding.
- Bedel Financial Consulting first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
- 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.