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Berkshire Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Berkshire Bank’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 		$34.8M Sell
360,832
-5,336
-1% -$513K 6.64% 3
2026
Q1 		$33.1M Sell
366,168
-4,637
-1% -$433K 6.8% 3
2025
Q4 		$33.2M Buy
370,805
+10,306
+3% +$911K 6.73% 3
2025
Q3 		$31.5M Buy
360,499
+6,251
+2% +$531K 6.78% 2
2025
Q2 		$29.6M Buy
354,248
+5,901
+2% +$468K 6.75% 2
2025
Q1 		$26.4M Buy
348,347
+5,250
+2% +$393K 6.42% 3
2024
Q4 		$24.1M Buy
343,097
+6,439
+2% +$475K 5.61% 3
2024
Q3 		$26.3M Buy
336,658
+23,333
+7% +$1.75M 6.16% 3
2024
Q2 		$22.8M Buy
313,325
+1,005
+0.3% +$74K 5.72% 3
2024
Q1 		$23.2M Buy
312,320
+6,896
+2% +$491K 5.76% 3
2023
Q4 		$21.5M Buy
305,424
+6,684
+2% +$441K 5.69% 2
2023
Q3 		$19.2M Buy
298,740
+4,849
+2% +$325K 5.53% 3
2023
Q2 		$19.8M Buy
293,891
+13,253
+5% +$899K 5.48% 3
2023
Q1 		$18.8M Buy
280,638
+16,202
+6% +$1.06M 5.58% 2
2022
Q4 		$16.3M Buy
264,436
+21,667
+9% +$1.28M 4.98% 3
2022
Q3 		$12.8M Buy
242,769
+17,934
+8% +$1.05M 3.91% 6
2022
Q2 		$13.2M Buy
224,835
+66,817
+42% +$4.29M 3.85% 6
2022
Q1 		$11M Buy
158,018
+37,569
+31% +$2.66M 2.61% 8
2021
Q4 		$8.99M Buy
120,449
+65,582
+120% +$4.93M 1.99% 10
2021
Q3 		$4.07M Buy
54,867
+25,091
+84% +$1.91M 0.99% 24
2021
Q2 		$2.23M Buy
29,776
+18,905
+174% +$1.43M 0.54% 45
2021
Q1 		$783K Buy
+10,871
New +$777K 0.2% 78

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Berkshire Bank's IEFA Position: Q2 2026 in Review

Berkshire Bank reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2026, selling an estimated $513K and leaving 360,832 shares worth $34.8M. The position accounts for 6.64% of the portfolio, ranked #3.

Berkshire Bank first reported a position in IEFA in Q1 2021 and has held it in 22 quarters since. 1,337 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Berkshire Bank held 360,832 shares of iShares Core MSCI EAFE ETF worth $34.8M as of Q2 2026.
  • Berkshire Bank sold 5,336 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $513K.
  • iShares Core MSCI EAFE ETF made up 6.64% of Berkshire Bank's portfolio in Q2 2026, its #3 holding.
  • Berkshire Bank first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,337 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.