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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.25M	Buy	69,078 +18,393	+36%	+$1.72M	2.67%	11
2025 Q4	$4.53M	Buy	50,685 +1,741	+4%	+$154K	1.84%	14
2025 Q3	$4.27M	Buy	48,944 +2,300	+5%	+$195K	1.78%	14
2025 Q2	$3.89M	Buy	46,644 +861	+2%	+$68.3K	1.8%	15
2025 Q1	$3.46M	Buy	45,783 +1,058	+2%	+$79.1K	1.69%	17
2024 Q4	$3.14M	Buy	+44,725	New	+$3.3M	1.48%	16

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bernard Wealth Management's IEFA Position: Q1 2026 in Review

Bernard Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 36% in Q1 2026, buying an estimated $1.72M and bringing the position to 69,078 shares worth $6.25M. The position accounts for 2.67% of the portfolio, ranked #11.

Bernard Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Bernard Wealth Management held 69,078 shares of iShares Core MSCI EAFE ETF worth $6.25M as of Q1 2026.
Bernard Wealth Management bought 18,393 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.72M.
iShares Core MSCI EAFE ETF made up 2.67% of Bernard Wealth Management's portfolio in Q1 2026, its #11 holding.
Bernard Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.