BEI
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Benjamin Edwards Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Benjamin Edwards Inc’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 		$1.54M Buy
15,992
+872
+6% +$83.8K 0.01% 650
2026
Q1 		$1.37M Sell
15,120
-9,099
-38% -$849K 0.01% 656
2025
Q4 		$2.17M Buy
24,219
+8,593
+55% +$760K 0.02% 479
2025
Q3 		$1.36M Sell
15,626
-1,146
-7% -$97.4K 0.02% 597
2025
Q2 		$1.4M Buy
16,772
+6,843
+69% +$543K 0.02% 537
2025
Q1 		$751K Buy
9,929
+4,805
+94% +$359K 0.01% 675
2024
Q4 		$360K Buy
5,124
+963
+23% +$71K 0.01% 934
2024
Q3 		$325K Buy
+4,161
New +$311K ﹤0.01% 927
2024
Q2 		– Sell
-44
Closed -$3K – 747
2024
Q1 		$3K Sell
44
-70
-61% -$4.98K ﹤0.01% 686
2023
Q4 		$8K Hold
114
– – ﹤0.01% 593
2023
Q3 		$7K Hold
114
– – ﹤0.01% 591
2023
Q2 		$8K Sell
114
-40
-26% -$2.71K ﹤0.01% 586
2023
Q1 		$10K Sell
154
-95
-38% -$6.23K ﹤0.01% 579
2022
Q4 		$15K Buy
249
+1
+0.4% +$59 ﹤0.01% 545
2022
Q3 		$13K Sell
248
-52
-17% -$3.06K ﹤0.01% 538
2022
Q2 		$18K Buy
300
+94
+46% +$6.03K 0.01% 528
2022
Q1 		$14K Hold
206
– – ﹤0.01% 585
2021
Q4 		$15K Buy
+206
New +$15.5K ﹤0.01% 544

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

Benjamin Edwards Inc's IEFA Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2026, buying an estimated $83.8K and bringing the position to 15,992 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #650.

Benjamin Edwards Inc first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.17M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Benjamin Edwards Inc held 15,992 shares of iShares Core MSCI EAFE ETF worth $1.54M as of Q2 2026.
  • Benjamin Edwards Inc bought 872 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $83.8K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #650 holding.
  • Benjamin Edwards Inc first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's iShares Core MSCI EAFE ETF position peaked at $2.17M in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.