Bell Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bell Investment Advisors’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	$16.2K	Hold	168	–	–	﹤0.01%	542
2026 Q1	$15.2K	Sell	168 -1,306	-89%	-$122K	﹤0.01%	527
2025 Q4	$132K	Hold	1,474	–	–	0.02%	150
2025 Q3	$129K	Buy	1,474 +166	+13%	+$14.1K	0.02%	145
2025 Q2	$109K	Buy	1,308 +1,306	+65,300%	+$104K	0.02%	152
2025 Q1	$152	Hold	2	–	–	﹤0.01%	1877
2024 Q4	$141	Hold	2	–	–	﹤0.01%	1884
2024 Q3	$157	Hold	2	–	–	﹤0.01%	1863
2024 Q2	$146	Hold	2	–	–	﹤0.01%	1929
2024 Q1	$149	Hold	2	–	–	﹤0.01%	1897
2023 Q4	$141	Hold	2	–	–	﹤0.01%	1899
2023 Q3	$129	Hold	2	–	–	﹤0.01%	1913
2023 Q2	$135	Hold	2	–	–	﹤0.01%	1910
2023 Q1	$134	Hold	2	–	–	﹤0.01%	1905
2022 Q4	$123	Hold	2	–	–	﹤0.01%	1934
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1823
2022 Q2	$0	Buy	+2	New	+$128	﹤0.01%	1775
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1860
2021 Q3	$0	Buy	+2	New	+$152	﹤0.01%	1773

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

Bell Investment Advisors's IEFA Position: Q2 2026 in Review

Bell Investment Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 168 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Bell Investment Advisors first reported a position in IEFA in Q3 2021 and has held it in 19 quarters since. The position peaked at $132K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bell Investment Advisors held 168 shares of iShares Core MSCI EAFE ETF worth $16.2K as of Q2 2026.
Bell Investment Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #542 holding.
Bell Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $132K in Q4 2025.
2,444 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.