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Bigelow Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bigelow Investment 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
Q1 		$3.56M Buy
39,367
+2,027
+5% +$189K 1.43% 19
2025
Q4 		$3.34M Buy
37,340
+510
+1% +$45.1K 1.3% 21
2025
Q3 		$3.22M Sell
36,830
-29
-0.1% -$2.46K 1.3% 18
2025
Q2 		$3.08M Buy
36,859
+167
+0.5% +$13.3K 1.36% 16
2025
Q1 		$2.78M Sell
36,692
-514
-1% -$38.4K 1.32% 15
2024
Q4 		$2.61M Sell
37,206
-4,741
-11% -$350K 1.23% 16
2024
Q3 		$3.27M Sell
41,947
-233
-0.6% -$17.4K 1.46% 12
2024
Q2 		$3.06M Sell
42,180
-2,676
-6% -$197K 1.46% 13
2024
Q1 		$3.33M Sell
44,856
-1,425
-3% -$101K 1.64% 10
2023
Q4 		$3.26M Sell
46,281
-1,419
-3% -$93.5K 1.76% 9
2023
Q3 		$3.07M Sell
47,700
-461
-1% -$30.9K 1.76% 9
2023
Q2 		$3.25M Buy
48,161
+571
+1% +$38.7K 1.78% 10
2023
Q1 		$3.18M Buy
47,590
+1,792
+4% +$117K 1.83% 9
2022
Q4 		$2.82M Buy
45,798
+4,499
+11% +$265K 1.64% 13
2022
Q3 		$2.17M Buy
41,299
+5,164
+14% +$304K 1.3% 17
2022
Q2 		$2.13M Buy
36,135
+4,547
+14% +$292K 1.17% 18
2022
Q1 		$2.2M Buy
31,588
+3,879
+14% +$274K 1.03% 23
2021
Q4 		$2.07M Buy
27,709
+412
+2% +$31K 0.94% 25
2021
Q3 		$2.03M Buy
27,297
+5,515
+25% +$420K 1% 23
2021
Q2 		$1.63M Hold
21,782
– – 0.79% 34
2021
Q1 		$1.57M Buy
21,782
+2,366
+12% +$169K 0.8% 33
2020
Q4 		$1.34M Buy
19,416
+957
+5% +$61.9K 0.71% 37
2020
Q3 		$1.11M Sell
18,459
-530
-3% -$32K 0.66% 40
2020
Q2 		$1.08M Sell
18,989
-2,521
-12% -$137K 0.7% 37
2020
Q1 		$1.07M Sell
21,510
-1,223
-5% -$72.8K 0.8% 32
2019
Q4 		$1.48M Buy
22,733
+92
+0.4% +$5.83K 0.87% 28
2019
Q3 		$1.38M Buy
22,641
+800
+4% +$48.3K 0.88% 28
2019
Q2 		$1.34M Buy
21,841
+6,805
+45% +$417K 0.9% 29
2019
Q1 		$914K Buy
15,036
+5,645
+60% +$333K 0.63% 45
2018
Q4 		$517K Buy
9,391
+5,740
+157% +$337K 0.39% 77
2018
Q3 		$234K Buy
3,651
+198
+6% +$12.6K 0.16% 139
2018
Q2 		$219K Buy
+3,453
New +$229K 0.15% 141

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bigelow Investment Advisors's IEFA Position: Q1 2026 in Review

Bigelow Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q1 2026, buying an estimated $189K and bringing the position to 39,367 shares worth $3.56M. The position accounts for 1.43% of the portfolio, ranked #19.

Bigelow Investment Advisors first reported a position in IEFA in Q2 2018 and has held it in 32 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Bigelow Investment Advisors held 39,367 shares of iShares Core MSCI EAFE ETF worth $3.56M as of Q1 2026.
  • Bigelow Investment Advisors bought 2,027 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $189K.
  • iShares Core MSCI EAFE ETF made up 1.43% of Bigelow Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • Bigelow Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 32 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.