BFSG LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BFSG LLC’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	$175K	Buy	1,814 +52	+3%	+$5K	0.02%	317
2026 Q1	$160K	Hold	1,762	–	–	0.02%	302
2025 Q4	$158K	Sell	1,762 -21,635	-92%	-$1.91M	0.02%	294
2025 Q3	$2.04M	Buy	23,397 +21,635	+1,228%	+$1.84M	0.2%	134
2025 Q2	$147K	Buy	1,762 +10	+0.6%	+$794	0.02%	281
2025 Q1	$133K	Hold	1,752	–	–	0.02%	284
2024 Q4	$123K	Buy	1,752 +305	+21%	+$22.5K	0.01%	290
2024 Q3	$113K	Buy	1,447 +1,282	+777%	+$96K	0.01%	313
2024 Q2	$12K	Hold	165	–	–	﹤0.01%	459
2024 Q1	$12.2K	Hold	165	–	–	﹤0.01%	479
2023 Q4	$11.6K	Buy	+165	New	+$10.9K	﹤0.01%	448

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BFSG LLC's IEFA Position: Q2 2026 in Review

BFSG LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q2 2026, buying an estimated $5K and bringing the position to 1,814 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #317.

BFSG LLC first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2025. 569 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BFSG LLC held 1,814 shares of iShares Core MSCI EAFE ETF worth $175K as of Q2 2026.
BFSG LLC bought 52 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5K.
iShares Core MSCI EAFE ETF made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #317 holding.
BFSG LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
BFSG LLC's iShares Core MSCI EAFE ETF position peaked at $2.04M in Q3 2025.
569 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.