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

Birch Hill 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
Q2 		$422K Sell
4,368
-1,203
-22% -$116K 0.02% 159
2026
Q1 		$504K Hold
5,571
– – 0.02% 146
2025
Q4 		$498K Sell
5,571
-25
-0.4% -$2.21K 0.02% 145
2025
Q3 		$489K Hold
5,596
– – 0.02% 144
2025
Q2 		$467K Sell
5,596
-70
-1% -$5.56K 0.02% 143
2025
Q1 		$429K Hold
5,666
– – 0.02% 144
2024
Q4 		$398K Buy
5,666
+1,273
+29% +$93.9K 0.02% 147
2024
Q3 		$343K Sell
4,393
-1,346
-23% -$101K 0.02% 150
2024
Q2 		$417K Hold
5,739
– – 0.02% 138
2024
Q1 		$426K Hold
5,739
– – 0.02% 137
2023
Q4 		$404K Sell
5,739
-1,516
-21% -$99.9K 0.02% 128
2023
Q3 		$467K Buy
7,255
+673
+10% +$45.1K 0.03% 118
2023
Q2 		$444K Buy
6,582
+666
+11% +$45.2K 0.03% 119
2023
Q1 		$395K Hold
5,916
– – 0.02% 128
2022
Q4 		$365K Sell
5,916
-250
-4% -$14.7K 0.02% 127
2022
Q3 		$325K Hold
6,166
– – 0.02% 125
2022
Q2 		$363K Sell
6,166
-330
-5% -$21.2K 0.02% 125
2022
Q1 		$452K Hold
6,496
– – 0.02% 122
2021
Q4 		$485K Sell
6,496
-130
-2% -$9.77K 0.02% 126
2021
Q3 		$492K Hold
6,626
– – 0.03% 121
2021
Q2 		$496K Hold
6,626
– – 0.03% 119
2021
Q1 		$477K Hold
6,626
– – 0.03% 118
2020
Q4 		$458K Hold
6,626
– – 0.03% 113
2020
Q3 		$399K Hold
6,626
– – 0.03% 111
2020
Q2 		$379K Sell
6,626
-106
-2% -$5.74K 0.03% 112
2020
Q1 		$336K Buy
+6,732
New +$401K 0.03% 109
2019
Q1 		– Sell
-4,699
Closed -$258K – 143
2018
Q4 		$258K Hold
4,699
– – 0.02% 127
2018
Q3 		$301K Buy
+4,699
New +$300K 0.02% 133

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Birch Hill Investment Advisors's IEFA Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 22% in Q2 2026, selling an estimated $116K and leaving 4,368 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #159.

Birch Hill Investment Advisors first reported a position in IEFA in Q3 2018 and has held it in 28 quarters since. The position peaked at $504K in Q1 2026. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Birch Hill Investment Advisors held 4,368 shares of iShares Core MSCI EAFE ETF worth $422K as of Q2 2026.
  • Birch Hill Investment Advisors sold 1,203 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $116K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #159 holding.
  • Birch Hill Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 28 quarters since.
  • Birch Hill Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $504K in Q1 2026.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.