Belpointe Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Belpointe Asset 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	$7.01M	Buy	77,422 +1,278	+2%	+$119K	0.26%	71
2025 Q4	$6.81M	Sell	76,144 -5,300	-7%	-$469K	0.25%	71
2025 Q3	$7.11M	Buy	81,444 +11,853	+17%	+$1.01M	0.27%	68
2025 Q2	$5.81M	Buy	69,591 +21,124	+44%	+$1.68M	0.24%	71
2025 Q1	$3.67M	Buy	48,467 +43,550	+886%	+$3.26M	0.19%	105
2024 Q4	$380K	Buy	4,917 +66	+1%	+$4.87K	0.02%	578
2024 Q3	$379K	Buy	4,851 +132	+3%	+$9.88K	0.02%	581
2024 Q2	$343K	Buy	4,719 +104	+2%	+$7.65K	0.02%	546
2024 Q1	$343K	Sell	4,615 -524	-10%	-$37.3K	0.03%	544
2023 Q4	$362K	Sell	5,139 -666	-11%	-$43.9K	0.03%	465
2023 Q3	$374K	Buy	5,805 +580	+11%	+$38.8K	0.04%	412
2023 Q2	$353K	Sell	5,225 -16,567	-76%	-$1.12M	0.04%	394
2023 Q1	$1.46M	Buy	21,792 +14,578	+202%	+$956K	0.08%	262
2022 Q4	$445K	Buy	7,214 +473	+7%	+$27.8K	0.03%	589
2022 Q3	$354K	Sell	6,741 -4,812	-42%	-$283K	0.02%	633
2022 Q2	$679K	Buy	11,553 +1,582	+16%	+$101K	0.05%	392
2022 Q1	$692K	Sell	9,971 -6,088	-38%	-$431K	0.04%	429
2021 Q4	$1.2M	Buy	16,059 +1,475	+10%	+$111K	0.07%	267
2021 Q3	$1.08M	Sell	14,584 -1,693	-10%	-$129K	0.07%	288
2021 Q2	$1.22M	Buy	16,277 +2,665	+20%	+$201K	0.09%	251
2021 Q1	$981K	Sell	13,612 -2,524	-16%	-$180K	0.08%	255
2020 Q4	$1.11M	Buy	16,136 +215	+1%	+$13.9K	0.1%	229
2020 Q3	$959K	Buy	15,921 +2,001	+14%	+$121K	0.11%	213
2020 Q2	$796K	Sell	13,920 -194	-1%	-$10.5K	0.1%	208
2020 Q1	$704K	Buy	14,114 +4,193	+42%	+$250K	0.12%	195
2019 Q4	$648K	Buy	9,921 +379	+4%	+$24K	0.08%	268
2019 Q3	$583K	Buy	9,542 +4,834	+103%	+$292K	0.09%	239
2019 Q2	$289K	Buy	+4,708	New	+$288K	0.06%	334
2019 Q1	–	Sell	-4,639	Closed	-$255K	–	488
2018 Q4	$255K	Sell	4,639 -1,570	-25%	-$92.1K	0.06%	302
2018 Q3	$398K	Buy	+6,209	New	+$396K	0.06%	305

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

Belpointe Asset Management's IEFA Position: Q1 2026 in Review

Belpointe Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q1 2026, buying an estimated $119K and bringing the position to 77,422 shares worth $7.01M. The position accounts for 0.26% of the portfolio, ranked #71.

Belpointe Asset Management first reported a position in IEFA in Q3 2018 and has held it in 30 quarters since. The position peaked at $7.11M in Q3 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Belpointe Asset Management held 77,422 shares of iShares Core MSCI EAFE ETF worth $7.01M as of Q1 2026.
Belpointe Asset Management bought 1,278 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $119K.
iShares Core MSCI EAFE ETF made up 0.26% of Belpointe Asset Management's portfolio in Q1 2026, its #71 holding.
Belpointe Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 30 quarters since.
Belpointe Asset Management's iShares Core MSCI EAFE ETF position peaked at $7.11M in Q3 2025.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.