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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
Q2 		$537K Sell
5,564
-39
-0.7% -$3.75K 0.08% 126
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 $1.55T 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

Bellwether Advisors's IEFA Position: Q2 2026 in Review

Bellwether Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.7% in Q2 2026, selling an estimated $3.75K and leaving 5,564 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #126.

Bellwether Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q2 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Bellwether Advisors held 5,564 shares of iShares Core MSCI EAFE ETF worth $537K as of Q2 2026.
  • Bellwether Advisors sold 39 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.75K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Bellwether Advisors's portfolio in Q2 2026, its #126 holding.
  • Bellwether Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares Core MSCI EAFE ETF position peaked at $1.75M in Q2 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.