Bennett Associates Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bennett Associates Wealth 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 Q2	$18.4M	Buy	190,048 +24,851	+15%	+$2.39M	11.35%	2
2026 Q1	$15M	Sell	165,197 -534	-0.3%	-$49.8K	10.08%	2
2025 Q4	$14.8M	Sell	165,731 -1,054	-0.6%	-$93.2K	10.28%	2
2025 Q3	$14.6M	Sell	166,785 -10,388	-6%	-$883K	10.57%	2
2025 Q2	$14.8M	Sell	177,173 -9,942	-5%	-$789K	11.37%	2
2025 Q1	$14.2M	Buy	187,115 +2,964	+2%	+$222K	11.67%	2
2024 Q4	$12.9M	Buy	184,151 +214	+0.1%	+$15.8K	10.74%	2
2024 Q3	$14.4M	Buy	183,937 +10,492	+6%	+$785K	11.76%	2
2024 Q2	$12.6M	Buy	173,445 +2,658	+2%	+$196K	11.35%	2
2024 Q1	$12.7M	Buy	170,787 +1,591	+0.9%	+$113K	11.44%	2
2023 Q4	$11.9M	Buy	+169,196	New	+$11.2M	11.61%	2

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

Bennett Associates Wealth Management's IEFA Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2026, buying an estimated $2.39M and bringing the position to 190,048 shares worth $18.4M. The position accounts for 11.35% of the portfolio, ranked #2.

Bennett Associates Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bennett Associates Wealth Management held 190,048 shares of iShares Core MSCI EAFE ETF worth $18.4M as of Q2 2026.
Bennett Associates Wealth Management bought 24,851 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.39M.
iShares Core MSCI EAFE ETF made up 11.35% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #2 holding.
Bennett Associates Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.