BG Investment Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BG Investment Services’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	$7.31M	Sell	75,719 -3,279	-4%	-$315K	5.27%	6
2026 Q1	$7.15M	Sell	78,998 -1,889	-2%	-$176K	5.94%	4
2025 Q4	$7.24M	Buy	80,887 +319	+0.4%	+$28.2K	6.45%	4
2025 Q3	$7.03M	Buy	80,568 +2,695	+3%	+$229K	6.94%	4
2025 Q2	$6.62M	Sell	77,873 -28,002	-26%	-$2.22M	8.27%	4
2025 Q1	$8.01M	Sell	105,875 -62,777	-37%	-$4.69M	8.63%	3
2024 Q4	$11.9M	Buy	+168,652	New	+$12.4M	11.94%	3
2022 Q4	$18.8M	Buy	305,214 +11,013	+4%	+$648K	20.51%	2
2022 Q3	$15.5M	Sell	294,201 -2,317	-0.8%	-$136K	18.85%	2
2022 Q2	$17.4M	Buy	296,518 +4,509	+2%	+$289K	19.23%	2
2022 Q1	$20.3M	Buy	292,009 +422	+0.1%	+$29.9K	19.85%	2
2021 Q4	$21.8M	Buy	+291,587	New	+$21.9M	19.62%	2

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

BG Investment Services's IEFA Position: Q2 2026 in Review

BG Investment Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.2% in Q2 2026, selling an estimated $315K and leaving 75,719 shares worth $7.31M. The position accounts for 5.27% of the portfolio, ranked #6.

BG Investment Services first reported a position in IEFA in Q4 2021 and has held it in 12 quarters since. The position peaked at $21.8M in Q4 2021. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BG Investment Services held 75,719 shares of iShares Core MSCI EAFE ETF worth $7.31M as of Q2 2026.
BG Investment Services sold 3,279 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $315K.
iShares Core MSCI EAFE ETF made up 5.27% of BG Investment Services's portfolio in Q2 2026, its #6 holding.
BG Investment Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
BG Investment Services's iShares Core MSCI EAFE ETF position peaked at $21.8M in Q4 2021.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.