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BIP Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BIP Wealth’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 		$1.83M Sell
20,168
-1,459
-7% -$136K 0.07% 138
2025
Q4 		$1.93M Buy
21,627
+122
+0.6% +$10.8K 0.07% 148
2025
Q3 		$1.88M Buy
21,505
+3,690
+21% +$314K 0.09% 94
2025
Q2 		$1.49M Buy
17,815
+113
+0.6% +$8.97K 0.09% 82
2025
Q1 		$1.34M Buy
17,702
+1,243
+8% +$92.9K 0.09% 82
2024
Q4 		$1.16M Sell
16,459
-8
-0% -$590 0.08% 90
2024
Q3 		$1.29M Buy
16,467
+3,826
+30% +$286K 0.09% 80
2024
Q2 		$918K Sell
12,641
-2,494
-16% -$184K 0.08% 83
2024
Q1 		$1.12M Buy
15,135
+5,639
+59% +$401K 0.08% 79
2023
Q4 		$668K Buy
9,496
+739
+8% +$48.7K 0.05% 95
2023
Q3 		$564K Sell
8,757
-42
-0.5% -$2.81K 0.05% 100
2023
Q2 		$594K Sell
8,799
-4,215
-32% -$286K 0.05% 95
2023
Q1 		$904K Buy
+13,014
New +$853K 0.1% 83

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

BIP Wealth's IEFA Position: Q1 2026 in Review

BIP Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.7% in Q1 2026, selling an estimated $136K and leaving 20,168 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #138.

BIP Wealth first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.93M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • BIP Wealth held 20,168 shares of iShares Core MSCI EAFE ETF worth $1.83M as of Q1 2026.
  • BIP Wealth sold 1,459 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $136K.
  • iShares Core MSCI EAFE ETF made up 0.07% of BIP Wealth's portfolio in Q1 2026, its #138 holding.
  • BIP Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's iShares Core MSCI EAFE ETF position peaked at $1.93M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.