Biltmore Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Biltmore Family Office’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	$2.89M	Sell	29,881 -2,487	-8%	-$239K	0.38%	51
2026 Q1	$2.93M	Buy	32,368 +800	+3%	+$74.7K	0.41%	50
2025 Q4	$2.82M	Buy	31,568 +3,087	+11%	+$273K	0.39%	53
2025 Q3	$2.49M	Buy	28,481 +80	+0.3%	+$6.8K	0.35%	57
2025 Q2	$2.37M	Buy	28,401 +3,379	+14%	+$268K	0.4%	49
2025 Q1	$1.89M	Sell	25,022 -4,559	-15%	-$341K	0.32%	58
2024 Q4	$2.08M	Sell	29,581 -238	-0.8%	-$17.6K	0.35%	51
2024 Q3	$2.33M	Sell	29,819 -6	-0%	-$449	0.4%	51
2024 Q2	$2.17M	Buy	29,825 +1,970	+7%	+$145K	0.4%	50
2024 Q1	$2.07M	Buy	27,855 +8,111	+41%	+$577K	0.41%	48
2023 Q4	$1.39M	Sell	19,744 -555	-3%	-$36.6K	0.29%	60
2023 Q3	$1.31M	Buy	20,299 +1,819	+10%	+$122K	0.3%	56
2023 Q2	$1.25M	Buy	18,480 +1,111	+6%	+$75.3K	0.26%	60
2023 Q1	$1.16M	Buy	17,369 +318	+2%	+$20.8K	0.24%	61
2022 Q4	$1.05M	Sell	17,051 -8,083	-32%	-$476K	0.22%	69
2022 Q3	$1.32M	Buy	25,134 +9,677	+63%	+$569K	0.3%	49
2022 Q2	$910K	Buy	15,457 +7,251	+88%	+$465K	0.23%	70
2022 Q1	$570K	Hold	8,206	–	–	0.12%	97
2021 Q4	$613K	Buy	8,206 +1,690	+26%	+$127K	0.12%	109
2021 Q3	$484K	Buy	6,516 +946	+17%	+$72K	0.12%	104
2021 Q2	$417K	Buy	5,570 +810	+17%	+$61.2K	0.12%	119
2021 Q1	$343K	Hold	4,760	–	–	0.11%	121
2020 Q4	$329K	Buy	+4,760	New	+$308K	0.1%	126
2020 Q1	–	Sell	-431	Closed	-$28K	–	203
2019 Q4	$28K	Buy	+431	New	+$27.3K	0.01%	180
2018 Q4	–	Sell	-7,868	Closed	-$504K	–	144
2018 Q3	$504K	Buy	7,868 +1,618	+26%	+$103K	0.24%	94
2018 Q2	$396K	Hold	6,250	–	–	0.2%	100
2018 Q1	$412K	Hold	6,250	–	–	0.18%	116
2017 Q4	$413K	Buy	+6,250	New	+$407K	0.19%	104

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

Biltmore Family Office's IEFA Position: Q2 2026 in Review

Biltmore Family Office reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.7% in Q2 2026, selling an estimated $239K and leaving 29,881 shares worth $2.89M. The position accounts for 0.38% of the portfolio, ranked #51.

Biltmore Family Office first reported a position in IEFA in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.93M in Q1 2026. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Biltmore Family Office held 29,881 shares of iShares Core MSCI EAFE ETF worth $2.89M as of Q2 2026.
Biltmore Family Office sold 2,487 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $239K.
iShares Core MSCI EAFE ETF made up 0.38% of Biltmore Family Office's portfolio in Q2 2026, its #51 holding.
Biltmore Family Office first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 28 quarters since.
Biltmore Family Office's iShares Core MSCI EAFE ETF position peaked at $2.93M in Q1 2026.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.