Berger Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Berger Financial Group’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	$577K	Buy	5,976 +93	+2%	+$8.93K	0.03%	284
2026 Q1	$533K	Buy	5,883 +516	+10%	+$48.2K	0.03%	285
2025 Q4	$480K	Hold	5,367	–	–	0.03%	300
2025 Q3	$469K	Buy	5,367 +13	+0.2%	+$1.1K	0.03%	295
2025 Q2	$447K	Sell	5,354 -89	-2%	-$7.06K	0.03%	281
2025 Q1	$412K	Buy	5,443 +173	+3%	+$12.9K	0.03%	285
2024 Q4	$370K	Buy	5,270 +35	+0.7%	+$2.58K	0.03%	294
2024 Q3	$409K	Sell	5,235 -66	-1%	-$4.94K	0.03%	257
2024 Q2	$385K	Buy	5,301 +69	+1%	+$5.08K	0.03%	241
2024 Q1	$388K	Buy	5,232 +853	+19%	+$60.7K	0.03%	239
2023 Q4	$308K	Buy	+4,379	New	+$289K	0.03%	225
2022 Q2	–	Sell	-3,495	Closed	-$243K	–	265
2022 Q1	$243K	Buy	+3,495	New	+$247K	0.03%	239

Other funds holding IEFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Berger Financial Group's IEFA Position: Q2 2026 in Review

Berger Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, buying an estimated $8.93K and bringing the position to 5,976 shares worth $577K. The position accounts for 0.03% of the portfolio, ranked #284.

Berger Financial Group first reported a position in IEFA in Q1 2022 and has held it in 12 quarters since. 1,841 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Berger Financial Group held 5,976 shares of iShares Core MSCI EAFE ETF worth $577K as of Q2 2026.
Berger Financial Group bought 93 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.93K.
iShares Core MSCI EAFE ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #284 holding.
Berger Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 12 quarters since.
1,841 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.