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BIP Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

BIP Wealth’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.2M Buy
675,556
+69,677
+12% +$7.17M 1.99% 7
2026
Q1 		$58.8M Sell
605,879
-36,758
-6% -$3.68M 2.39% 7
2025
Q4 		$61.7M Sell
642,637
-6,795
-1% -$644K 2.18% 7
2025
Q3 		$60.6M Buy
649,432
+5,211
+0.8% +$474K 3% 7
2025
Q2 		$57.6M Sell
644,221
-7,297
-1% -$623K 3.55% 6
2025
Q1 		$53.2M Buy
651,518
+2,420
+0.4% +$195K 3.47% 6
2024
Q4 		$49.1M Sell
649,098
-10,389
-2% -$823K 3.28% 6
2024
Q3 		$55.1M Buy
659,487
+51,891
+9% +$4.18M 3.76% 6
2024
Q2 		$47.6M Sell
607,596
-53,851
-8% -$4.27M 3.9% 5
2024
Q1 		$52.8M Sell
661,447
-11,401
-2% -$872K 3.86% 5
2023
Q4 		$50.7M Buy
672,848
+17,156
+3% +$1.21M 3.99% 5
2023
Q3 		$45.2M Sell
655,692
-63,710
-9% -$4.56M 4.15% 5
2023
Q2 		$52.2M Buy
719,402
+14,438
+2% +$1.05M 4.27% 4
2023
Q1 		$50.4M Buy
+704,964
New +$49.3M 5.55% 3

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BIP Wealth's EFA Position: Q2 2026 in Review

BIP Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, buying an estimated $7.17M and bringing the position to 675,556 shares worth $70.2M. The position accounts for 1.99% of the portfolio, ranked #7.

BIP Wealth first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. 1,541 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • BIP Wealth held 675,556 shares of iShares MSCI EAFE ETF worth $70.2M as of Q2 2026.
  • BIP Wealth bought 69,677 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.17M.
  • iShares MSCI EAFE ETF made up 1.99% of BIP Wealth's portfolio in Q2 2026, its #7 holding.
  • BIP Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,541 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.