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

Birchcreek Wealth Management’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 		$3.8M Buy
41,969
+818
+2% +$76.3K 1.83% 12
2025
Q4 		$3.68M Sell
41,151
-83,749
-67% -$7.41M 1.81% 12
2025
Q3 		$10.9M Buy
124,900
+4,291
+4% +$365K 5.63% 5
2025
Q2 		$10.1M Buy
120,609
+12,062
+11% +$957K 5.7% 5
2025
Q1 		$8.21M Buy
108,547
+3,343
+3% +$250K 5.18% 5
2024
Q4 		$7.39M Buy
105,204
+10,478
+11% +$773K 4.64% 5
2024
Q3 		$7.39M Buy
94,726
+4,378
+5% +$328K 4.84% 5
2024
Q2 		$6.56M Sell
90,348
-1
-0% -$74 3.69% 5
2024
Q1 		$6.71M Buy
90,349
+2,978
+3% +$212K 3.53% 5
2023
Q4 		$6.15M Buy
87,371
+6,011
+7% +$396K 3.68% 5
2023
Q3 		$5.24M Buy
81,360
+7,865
+11% +$527K 3.55% 6
2023
Q2 		$4.96M Buy
73,495
+6,809
+10% +$462K 3.46% 5
2023
Q1 		$4.46M Buy
66,686
+8,485
+15% +$556K 3.53% 5
2022
Q4 		$3.59M Buy
58,201
+339
+0.6% +$20K 3.19% 5
2022
Q3 		$3.05M Buy
57,862
+3,489
+6% +$205K 2.83% 6
2022
Q2 		$3.2M Buy
54,373
+1,241
+2% +$79.6K 2.87% 6
2022
Q1 		$3.69M Buy
53,132
+1,912
+4% +$135K 3.27% 6
2021
Q4 		$3.82M Buy
51,220
+1,335
+3% +$100K 3.33% 6
2021
Q3 		$3.7M Buy
49,885
+1,546
+3% +$118K 3.45% 5
2021
Q2 		$3.62M Buy
48,339
+601
+1% +$45.4K 3.49% 6
2021
Q1 		$3.44M Sell
47,738
-265
-0.6% -$18.9K 3.64% 5
2020
Q4 		$3.32M Buy
+48,003
New +$3.1M 3.25% 5

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

Birchcreek Wealth Management's IEFA Position: Q1 2026 in Review

Birchcreek Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q1 2026, buying an estimated $76.3K and bringing the position to 41,969 shares worth $3.8M. The position accounts for 1.83% of the portfolio, ranked #12.

Birchcreek Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.9M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Birchcreek Wealth Management held 41,969 shares of iShares Core MSCI EAFE ETF worth $3.8M as of Q1 2026.
  • Birchcreek Wealth Management bought 818 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $76.3K.
  • iShares Core MSCI EAFE ETF made up 1.83% of Birchcreek Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Birchcreek Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's iShares Core MSCI EAFE ETF position peaked at $10.9M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.