Beverly Hills Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beverly Hills Private Wealth’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	$1.09M	Buy	11,284 +553	+5%	+$53.1K	0.21%	104
2026 Q1	$971K	Buy	10,731 +110	+1%	+$10.3K	0.16%	126
2025 Q4	$950K	Buy	10,621 +245	+2%	+$21.7K	0.16%	128
2025 Q3	$906K	Buy	10,376 +1,126	+12%	+$95.7K	0.16%	134
2025 Q2	$772K	Buy	9,250 +2	+0%	+$159	0.14%	144
2025 Q1	$700K	Sell	9,248 -751	-8%	-$56.2K	0.14%	141
2024 Q4	$703K	Buy	9,999 +500	+5%	+$36.9K	0.14%	138
2024 Q3	$741K	Buy	9,499 +615	+7%	+$46K	0.15%	144
2024 Q2	$645K	Buy	8,884 +778	+10%	+$57.2K	0.14%	153
2024 Q1	$602K	Sell	8,106 -1,225	-13%	-$87.2K	0.14%	161
2023 Q4	$656K	Buy	+9,331	New	+$615K	0.17%	132

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

Beverly Hills Private Wealth's IEFA Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.2% in Q2 2026, buying an estimated $53.1K and bringing the position to 11,284 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #104.

Beverly Hills Private Wealth first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Beverly Hills Private Wealth held 11,284 shares of iShares Core MSCI EAFE ETF worth $1.09M as of Q2 2026.
Beverly Hills Private Wealth bought 553 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $53.1K.
iShares Core MSCI EAFE ETF made up 0.21% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #104 holding.
Beverly Hills Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.