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

Bessemer 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	$13.9M	Buy	143,809 +55,610	+63%	+$5.34M	0.02%	353
2026 Q1	$7.98M	Sell	88,199 -264	-0.3%	-$24.6K	0.01%	365
2025 Q4	$7.91M	Sell	88,463 -1,152	-1%	-$102K	0.01%	355
2025 Q3	$7.83M	Buy	89,615 +1,187	+1%	+$101K	0.01%	324
2025 Q2	$7.38M	Buy	88,428 +5,756	+7%	+$457K	0.01%	321
2025 Q1	$6.25M	Buy	82,672 +15,926	+24%	+$1.19M	0.01%	332
2024 Q4	$4.69M	Sell	66,746 -24,561	-27%	-$1.81M	0.01%	430
2024 Q3	$7.13M	Buy	91,307 +25,725	+39%	+$1.93M	0.01%	353
2024 Q2	$4.76M	Buy	65,582 +22,786	+53%	+$1.68M	0.01%	377
2024 Q1	$3.18M	Buy	42,796 +24,092	+129%	+$1.71M	0.01%	445
2023 Q4	$1.32M	Sell	18,704 -56,108	-75%	-$3.7M	﹤0.01%	588
2023 Q3	$4.81M	Buy	74,812 +5,176	+7%	+$347K	0.01%	364
2023 Q2	$4.7M	Sell	69,636 -29,658	-30%	-$2.01M	0.01%	367
2023 Q1	$6.64M	Buy	99,294 +34,578	+53%	+$2.27M	0.02%	302
2022 Q4	$3.99M	Buy	64,716 +3,902	+6%	+$230K	0.01%	360
2022 Q3	$3.2M	Buy	60,814 +2,039	+3%	+$120K	0.01%	383
2022 Q2	$3.46M	Sell	58,775 -29,787	-34%	-$1.91M	0.01%	357
2022 Q1	$6.16M	Buy	88,562 +12,360	+16%	+$874K	0.01%	241
2021 Q4	$5.69M	Buy	76,202 +24,656	+48%	+$1.85M	0.01%	237
2021 Q3	$3.83M	Buy	51,546 +3,640	+8%	+$277K	0.01%	259
2021 Q2	$3.59M	Sell	47,906 -1,499	-3%	-$113K	0.01%	273
2021 Q1	$3.56M	Buy	49,405 +9,451	+24%	+$675K	0.01%	276
2020 Q4	$2.76M	Sell	39,954 -1,776	-4%	-$115K	0.01%	275
2020 Q3	$2.52M	Buy	41,730 +2,346	+6%	+$142K	0.01%	305
2020 Q2	$2.25M	Sell	39,384 -8,831	-18%	-$479K	0.01%	449
2020 Q1	$2.41M	Sell	48,215 -1,007	-2%	-$59.9K	0.01%	398
2019 Q4	$3.21M	Buy	49,222 +6,429	+15%	+$408K	0.01%	441
2019 Q3	$2.61M	Sell	42,793 -25,215	-37%	-$1.52M	0.01%	441
2019 Q2	$4.18M	Sell	68,008 -142,417	-68%	-$8.73M	0.01%	351
2019 Q1	$12.8M	Buy	210,425 +13,665	+7%	+$807K	0.05%	197
2018 Q4	$10.8M	Buy	196,760 +188,009	+2,148%	+$11M	0.05%	190
2018 Q3	$561K	Buy	8,751 +3,024	+53%	+$193K	﹤0.01%	734
2018 Q2	$363K	Hold	5,727	–	–	﹤0.01%	856
2018 Q1	$378K	Sell	5,727 -3,714	-39%	-$250K	﹤0.01%	868
2017 Q4	$623K	Buy	9,441 +1,267	+16%	+$82.6K	﹤0.01%	744
2017 Q3	$524K	Sell	8,174 -275	-3%	-$17.2K	﹤0.01%	836
2017 Q2	$515K	Buy	+8,449	New	+$510K	﹤0.01%	852
2017 Q1	–	Sell	-1,721	Closed	-$92K	–	1821
2016 Q4	$92K	Sell	1,721 -7,266	-81%	-$390K	﹤0.01%	1232
2016 Q3	$496K	Buy	+8,987	New	+$485K	﹤0.01%	784
2015 Q1	–	Sell	-140	Closed	-$8K	–	1522
2014 Q4	$8K	Buy	+140	New	+$7.94K	﹤0.01%	1285

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group's IEFA Position: Q2 2026 in Review

Bessemer Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 63% in Q2 2026, buying an estimated $5.34M and bringing the position to 143,809 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #353.

Bessemer Group first reported a position in IEFA in Q4 2014 and has held it in 40 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bessemer Group held 143,809 shares of iShares Core MSCI EAFE ETF worth $13.9M as of Q2 2026.
Bessemer Group bought 55,610 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.34M.
iShares Core MSCI EAFE ETF made up 0.02% of Bessemer Group's portfolio in Q2 2026, its #353 holding.
Bessemer Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 40 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.