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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BG Investment Services's IEFA Position: Q1 2026 in Review

BG Investment Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q1 2026, selling an estimated $176K and leaving 78,998 shares worth $7.15M. The position accounts for 5.94% of the portfolio, ranked #4.

BG Investment Services first reported a position in IEFA in Q4 2021 and has held it in 11 quarters since. The position peaked at $21.8M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

BG Investment Services held 78,998 shares of iShares Core MSCI EAFE ETF worth $7.15M as of Q1 2026.
BG Investment Services sold 1,889 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $176K.
iShares Core MSCI EAFE ETF made up 5.94% of BG Investment Services's portfolio in Q1 2026, its #4 holding.
BG Investment Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 11 quarters since.
BG Investment Services's iShares Core MSCI EAFE ETF position peaked at $21.8M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.