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 Q2	$4.09M	Buy	42,388 +419	+1%	+$40.2K	1.59%	14
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 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

Birchcreek Wealth Management's IEFA Position: Q2 2026 in Review

Birchcreek Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q2 2026, buying an estimated $40.2K and bringing the position to 42,388 shares worth $4.09M. The position accounts for 1.59% of the portfolio, ranked #14.

Birchcreek Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q3 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Birchcreek Wealth Management held 42,388 shares of iShares Core MSCI EAFE ETF worth $4.09M as of Q2 2026.
Birchcreek Wealth Management bought 419 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $40.2K.
iShares Core MSCI EAFE ETF made up 1.59% of Birchcreek Wealth Management's portfolio in Q2 2026, its #14 holding.
Birchcreek Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
Birchcreek Wealth Management's iShares Core MSCI EAFE ETF position peaked at $10.9M in Q3 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.