Bedel Financial Consulting’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bedel Financial Consulting’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	–	Sell	-3,048	Closed	-$276K	–	313
2026 Q1	$276K	Buy	+3,048	New	+$284K	0.03%	238
2022 Q2	–	Sell	-1,325	Closed	-$92K	–	499
2022 Q1	$92K	Sell	1,325 -156	-11%	-$11K	0.03%	289
2021 Q4	$111K	Buy	1,481 +156	+12%	+$11.7K	0.03%	263
2021 Q3	$98K	Buy	1,325 +530	+67%	+$40.3K	0.03%	274
2021 Q2	$60K	Sell	795 -188	-19%	-$14.2K	0.02%	349
2021 Q1	$71K	Sell	983 -857	-47%	-$61.2K	0.03%	315
2020 Q4	$127K	Buy	1,840 +175	+11%	+$11.3K	0.06%	199
2020 Q3	$100K	Buy	1,665 +1,400	+528%	+$84.4K	0.05%	209
2020 Q2	$15K	Hold	265	–	–	0.01%	433
2020 Q1	$13K	Hold	265	–	–	0.01%	439
2019 Q4	$17K	Hold	265	–	–	0.01%	423
2019 Q3	$16K	Hold	265	–	–	0.01%	414
2019 Q2	$16K	Sell	265 -171	-39%	-$10.5K	0.01%	421
2019 Q1	$26K	Buy	+436	New	+$25.7K	0.02%	361

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

Bedel Financial Consulting's IEFA Position: Q2 2026 in Review

Bedel Financial Consulting sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 3,048 shares — an estimated $276K sold.

Bedel Financial Consulting first reported a position in IEFA in Q1 2019 and held it in 14 quarters. The position peaked at $276K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bedel Financial Consulting reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Bedel Financial Consulting sold 3,048 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $276K.
Bedel Financial Consulting first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 14 quarters.
Bedel Financial Consulting's iShares Core MSCI EAFE ETF position peaked at $276K in Q1 2026.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.