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Berkeley Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Berkeley 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 		$550K Buy
5,693
+14
+0.2% +$1.34K 0.17% 58
2026
Q1 		$514K Hold
5,679
– – 0.17% 58
2025
Q4 		$508K Buy
5,679
+15
+0.3% +$1.33K 0.16% 58
2025
Q3 		$494K Hold
5,664
– – 0.16% 57
2025
Q2 		$473K Buy
5,664
+30
+0.5% +$2.38K 0.17% 58
2025
Q1 		$426K Hold
5,634
– – 0.2% 51
2024
Q4 		$396K Sell
5,634
-5,582
-50% -$412K 0.2% 49
2024
Q3 		$875K Buy
11,216
+5,608
+100% +$420K 0.25% 49
2024
Q2 		$407K Sell
5,608
-1,108
-16% -$81.5K 0.25% 47
2024
Q1 		$498K Hold
6,716
– – 0.3% 46
2023
Q4 		$472K Sell
6,716
-129
-2% -$8.5K 0.3% 49
2023
Q3 		$440K Hold
6,845
– – 0.3% 55
2023
Q2 		$462K Buy
6,845
+43
+0.6% +$2.92K 0.31% 54
2023
Q1 		$455K Hold
6,802
– – 0.33% 53
2022
Q4 		$419K Sell
6,802
-38
-0.6% -$2.24K 0.32% 56
2022
Q3 		$360K Sell
6,840
-320
-4% -$18.8K 0.3% 60
2022
Q2 		$421K Buy
7,160
+25
+0.4% +$1.6K 0.34% 58
2022
Q1 		$496K Sell
7,135
-83
-1% -$5.87K 0.35% 60
2021
Q4 		$539K Sell
7,218
-1,477
-17% -$111K 0.36% 57
2021
Q3 		$646K Buy
8,695
+1,292
+17% +$98.3K 0.48% 51
2021
Q2 		$554K Buy
7,403
+39
+0.5% +$2.94K 0.4% 51
2021
Q1 		$531K Hold
7,364
– – 0.39% 52
2020
Q4 		$509K Buy
+7,364
New +$476K 0.41% 51

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

Berkeley Inc's IEFA Position: Q2 2026 in Review

Berkeley Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.25% in Q2 2026, buying an estimated $1.34K and bringing the position to 5,693 shares worth $550K. The position accounts for 0.17% of the portfolio, ranked #58.

Berkeley Inc first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $875K in Q3 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Berkeley Inc held 5,693 shares of iShares Core MSCI EAFE ETF worth $550K as of Q2 2026.
  • Berkeley Inc bought 14 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.34K.
  • iShares Core MSCI EAFE ETF made up 0.17% of Berkeley Inc's portfolio in Q2 2026, its #58 holding.
  • Berkeley Inc first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Berkeley Inc's iShares Core MSCI EAFE ETF position peaked at $875K in Q3 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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