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Beirne Wealth Consulting Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beirne Wealth Consulting Services’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 		$15.6M Buy
161,447
+3,762
+2% +$361K 3.1% 11
2026
Q1 		$14.3M Buy
157,685
+46,930
+42% +$4.38M 4.04% 6
2025
Q4 		$9.91M Buy
110,755
+2,266
+2% +$200K 2.87% 10
2025
Q3 		$9.47M Buy
108,489
+591
+0.5% +$50.2K 2.27% 12
2025
Q2 		$9.01M Buy
107,898
+50,467
+88% +$4.01M 2.92% 11
2025
Q1 		$4.35M Buy
57,431
+579
+1% +$43.3K 1.55% 15
2024
Q4 		$4M Buy
56,852
+178
+0.3% +$13.1K 1.44% 19
2024
Q3 		$4.43M Buy
56,674
+2,144
+4% +$160K 1.55% 15
2024
Q2 		$3.96M Sell
54,530
-2,575
-5% -$189K 1.6% 16
2024
Q1 		$4.24M Buy
57,105
+778
+1% +$55.4K 1.8% 13
2023
Q4 		$3.96M Buy
56,327
+22,893
+68% +$1.51M 1.96% 10
2023
Q3 		$2.26M Hold
33,434
– – 1.8% 11
2023
Q2 		$2.26M Buy
33,434
+17,697
+112% +$1.2M 1.8% 11
2023
Q1 		$1.05M Sell
15,737
-1,982
-11% -$130K 0.74% 26
2022
Q4 		$1.09M Sell
17,719
-30,814
-63% -$1.81M 0.54% 31
2022
Q3 		$2.56M Sell
48,533
-4,717
-9% -$277K 0.97% 20
2022
Q2 		$3.13M Sell
53,250
-22,287
-30% -$1.43M 2.05% 11
2022
Q1 		$5.26M Buy
75,537
+90
+0.1% +$6.37K 2.93% 7
2021
Q4 		$5.63M Buy
75,447
+6,777
+10% +$509K 3.08% 7
2021
Q3 		$5.1M Sell
68,670
-19
-0% -$1.45K 2.91% 9
2021
Q2 		$5.15M Buy
68,689
+17,235
+33% +$1.3M 2.83% 10
2021
Q1 		$3.71M Buy
51,454
+103
+0.2% +$7.36K 2.18% 11
2020
Q4 		$3.55M Buy
51,351
+18,200
+55% +$1.18M 1.76% 13
2020
Q3 		$2M Buy
33,151
+128
+0.4% +$7.72K 1.17% 20
2020
Q2 		$1.89M Sell
33,023
-8,997
-21% -$488K 1.54% 17
2020
Q1 		$2.1M Sell
42,020
-6,062
-13% -$361K 2.27% 13
2019
Q4 		$3.14M Buy
48,082
+13,538
+39% +$859K 2.76% 9
2019
Q3 		$2.11M Buy
34,544
+4,300
+14% +$260K 1.76% 15
2019
Q2 		$1.86M Buy
30,244
+20,543
+212% +$1.26M 1.67% 16
2019
Q1 		$590K Sell
9,701
-2,290
-19% -$135K 0.46% 66
2018
Q4 		$660K Buy
+11,991
New +$703K 0.56% 49

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Beirne Wealth Consulting Services's IEFA Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, buying an estimated $361K and bringing the position to 161,447 shares worth $15.6M. The position accounts for 3.1% of the portfolio, ranked #11.

Beirne Wealth Consulting Services first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Beirne Wealth Consulting Services held 161,447 shares of iShares Core MSCI EAFE ETF worth $15.6M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 3,762 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $361K.
  • iShares Core MSCI EAFE ETF made up 3.1% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #11 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.