BWM
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Bernard Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bernard Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.89M Buy
46,644
+861
+2% +$71.9K 1.8% 15
2025
Q1 		$3.46M Buy
45,783
+1,058
+2% +$80K 1.69% 17
2024
Q4 		$3.14M Buy
+44,725
New +$3.14M 1.48% 16