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

Bellwether 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
Q1 		$507K Buy
5,603
+2,273
+68% +$212K 0.09% 113
2025
Q4 		$298K Sell
3,330
-36
-1% -$3.18K 0.05% 111
2025
Q3 		$294K Buy
3,366
+227
+7% +$19.3K 0.05% 117
2025
Q2 		$262K Buy
3,139
+2
+0.1% +$159 0.04% 107
2025
Q1 		$237K Hold
3,137
– – 0.05% 112
2024
Q4 		$220K Buy
3,137
+2
+0.1% +$148 0.04% 125
2024
Q3 		$245K Sell
3,135
-10
-0.3% -$749 0.05% 107
2024
Q2 		$228K Buy
3,145
+2
+0.1% +$147 0.05% 110
2024
Q1 		$233K Buy
3,143
+130
+4% +$9.25K 0.05% 113
2023
Q4 		$212K Sell
3,013
-937
-24% -$61.8K 0.05% 110
2023
Q3 		$254K Sell
3,950
-571
-13% -$38.2K 0.07% 102
2023
Q2 		$305K Sell
4,521
-105
-2% -$7.12K 0.09% 77
2023
Q1 		$309K Sell
4,626
-698
-13% -$45.8K 0.08% 112
2022
Q4 		$328K Sell
5,324
-2,555
-32% -$150K 0.1% 103
2022
Q3 		$414K Sell
7,879
-3,741
-32% -$220K 0.14% 77
2022
Q2 		$683K Sell
11,620
-10,094
-46% -$648K 0.22% 72
2022
Q1 		$1.51M Sell
21,714
-525
-2% -$37.1K 0.45% 48
2021
Q4 		$1.66M Sell
22,239
-366
-2% -$27.5K 0.52% 38
2021
Q3 		$1.68M Sell
22,605
-833
-4% -$63.4K 0.56% 41
2021
Q2 		$1.75M Buy
23,438
+5,653
+32% +$427K 0.6% 40
2021
Q1 		$1.28M Buy
17,785
+6,857
+63% +$490K 0.51% 45
2020
Q4 		$755K Buy
+10,928
New +$707K 0.33% 53

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bellwether Advisors's IEFA Position: Q1 2026 in Review

Bellwether Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 68% in Q1 2026, buying an estimated $212K and bringing the position to 5,603 shares worth $507K. The position accounts for 0.09% of the portfolio, ranked #113.

Bellwether Advisors first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.75M in Q2 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Bellwether Advisors held 5,603 shares of iShares Core MSCI EAFE ETF worth $507K as of Q1 2026.
  • Bellwether Advisors bought 2,273 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $212K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Bellwether Advisors's portfolio in Q1 2026, its #113 holding.
  • Bellwether Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's iShares Core MSCI EAFE ETF position peaked at $1.75M in Q2 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.