Beese Fulmer Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beese Fulmer Investment 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 Q1	$3.83M	Buy	42,361 +3,014	+8%	+$281K	0.25%	76
2025 Q4	$3.52M	Sell	39,347 -404	-1%	-$35.7K	0.23%	81
2025 Q3	$3.47M	Buy	39,751 +400	+1%	+$34K	0.24%	79
2025 Q2	$3.29M	Buy	+39,351	New	+$3.12M	0.24%	83
2020 Q3	–	Sell	-1,500	Closed	-$86K	–	354
2020 Q2	$86K	Buy	+1,500	New	+$81.3K	0.01%	257
2020 Q1	–	Sell	-3,974	Closed	-$259K	–	190
2019 Q4	$259K	Hold	3,974	–	–	0.04%	170
2019 Q3	$243K	Buy	+3,974	New	+$240K	0.04%	179
2018 Q2	–	Sell	-4,200	Closed	-$277K	–	200
2018 Q1	$277K	Hold	4,200	–	–	0.06%	139
2017 Q4	$278K	Hold	4,200	–	–	0.06%	144
2017 Q3	$270K	Hold	4,200	–	–	0.06%	144
2017 Q2	$256K	Hold	4,200	–	–	0.06%	145
2017 Q1	$243K	Hold	4,200	–	–	0.06%	150
2016 Q4	$225K	Hold	4,200	–	–	0.06%	158
2016 Q3	$232K	Buy	+4,200	New	+$227K	0.06%	143

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beese Fulmer Investment Management's IEFA Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.7% in Q1 2026, buying an estimated $281K and bringing the position to 42,361 shares worth $3.83M. The position accounts for 0.25% of the portfolio, ranked #76.

Beese Fulmer Investment Management first reported a position in IEFA in Q3 2016 and has held it in 14 quarters since. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Beese Fulmer Investment Management held 42,361 shares of iShares Core MSCI EAFE ETF worth $3.83M as of Q1 2026.
Beese Fulmer Investment Management bought 3,014 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $281K.
iShares Core MSCI EAFE ETF made up 0.25% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #76 holding.
Beese Fulmer Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 14 quarters since.
2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.