Bestgate Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bestgate Wealth Advisors’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	$1.45M	Sell	14,965 -1,717	-10%	-$165K	2.3%	13
2026 Q1	$1.51M	Sell	16,682 -2,236	-12%	-$209K	2.72%	12
2025 Q4	$1.69M	Buy	18,918 +500	+3%	+$44.2K	2.97%	10
2025 Q3	$1.61M	Buy	18,418 +5,828	+46%	+$495K	2.84%	10
2025 Q2	$952K	Hold	12,590	–	–	1.97%	13
2025 Q1	$952K	Hold	12,590	–	–	1.97%	13
2024 Q4	$885K	Buy	+12,590	New	+$929K	1.78%	14

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

Bestgate Wealth Advisors's IEFA Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, selling an estimated $165K and leaving 14,965 shares worth $1.45M. The position accounts for 2.3% of the portfolio, ranked #13.

Bestgate Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bestgate Wealth Advisors held 14,965 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q2 2026.
Bestgate Wealth Advisors sold 1,717 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $165K.
iShares Core MSCI EAFE ETF made up 2.3% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Bestgate Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Bestgate Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.69M in Q4 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.