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Bishop & Co Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bishop & Co Investment 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 		$47.5M Buy
491,811
+3,289
+0.7% +$316K 14.62% 2
2026
Q1 		$44.2M Buy
488,522
+211,092
+76% +$19.7M 15.17% 2
2025
Q4 		$24.8M Buy
277,430
+2,133
+0.8% +$189K 8.22% 4
2025
Q3 		$24M Buy
275,297
+1,898
+0.7% +$161K 8.04% 4
2025
Q2 		$22.8M Sell
273,399
-33,689
-11% -$2.67M 8.2% 4
2025
Q1 		$23.2M Sell
307,088
-61,846
-17% -$4.62M 8.99% 4
2024
Q4 		$25.9M Buy
368,934
+15,493
+4% +$1.14M 9.89% 4
2024
Q3 		$27.6M Buy
353,441
+5,224
+2% +$391K 10.5% 4
2024
Q2 		$25.3M Buy
348,217
+4,522
+1% +$333K 15.35% 2
2024
Q1 		$25.5M Buy
343,695
+10,548
+3% +$751K 10.56% 4
2023
Q4 		$23.4M Buy
+333,147
New +$22M 9.86% 4
2023
Q3 		– Sell
-21,930,077
Closed -$1.47B – 2
2023
Q2 		$325M Buy
21,930,077
+21,602,147
+6,587% +$1.46B 14.58% 2
2023
Q1 		$21.9M Sell
327,930
-916
-0.3% -$60.1K 10.1% 3
2022
Q4 		$20.3M Buy
328,846
+11,281
+4% +$664K 9.85% 3
2022
Q3 		$16.7M Buy
317,565
+8,253
+3% +$485K 8.81% 6
2022
Q2 		$18.2M Sell
309,312
-50,675
-14% -$3.25M 9.07% 4
2022
Q1 		$25M Buy
359,987
+13,575
+4% +$960K 10.8% 3
2021
Q4 		$25.9M Buy
346,412
+44,041
+15% +$3.31M 10.69% 3
2021
Q3 		$22.5M Buy
302,371
+10,980
+4% +$835K 10.92% 3
2021
Q2 		$21.8M Buy
291,391
+2,950
+1% +$223K 10.71% 3
2021
Q1 		$20.8M Buy
288,441
+7,449
+3% +$532K 10.78% 3
2020
Q4 		$19.4M Buy
280,992
+6,021
+2% +$389K 10.73% 3
2020
Q3 		$16.6M Buy
274,971
+1,087
+0.4% +$65.6K 10.58% 4
2020
Q2 		$15.7M Buy
273,884
+17,396
+7% +$943K 10.69% 4
2020
Q1 		$16.7M Sell
256,488
-4,537
-2% -$270K 11.21% 3
2019
Q4 		$17M Buy
261,025
+12,882
+5% +$817K 11.24% 3
2019
Q3 		$15.2M Buy
248,143
+1,988
+0.8% +$120K 11.03% 3
2019
Q2 		$15.1M Sell
246,155
-1,425
-0.6% -$87.3K 10.87% 3
2019
Q1 		$15M Buy
247,580
+13,449
+6% +$794K 11.07% 3
2018
Q4 		$12.9M Buy
234,131
+6,487
+3% +$380K 11.03% 2
2018
Q3 		$14.6M Buy
227,644
+15,546
+7% +$991K 11.09% 4
2018
Q2 		$13.4M Buy
212,098
+14,730
+7% +$975K 10.83% 4
2018
Q1 		$13M Buy
197,368
+44,426
+29% +$2.98M 11.04% 4
2017
Q4 		$10.1M Buy
152,942
+1,407
+0.9% +$91.7K 8.68% 6
2017
Q3 		$9.72M Sell
151,535
-4,618
-3% -$289K 8.75% 6
2017
Q2 		$9.51M Buy
156,153
+514
+0.3% +$31K 8.63% 7
2017
Q1 		$9.02M Buy
155,639
+3,327
+2% +$187K 8.25% 7
2016
Q4 		$8.17M Buy
152,312
+23,770
+18% +$1.28M 7.75% 7
2016
Q3 		$7.09M Buy
128,542
+2,468
+2% +$133K 7.22% 7
2016
Q2 		$6.54M Buy
126,074
+6,729
+6% +$360K 6.88% 7
2016
Q1 		$6.34M Buy
119,345
+3,600
+3% +$184K 6.85% 7
2015
Q4 		$6.29M Buy
+115,745
New +$6.42M 6.84% 7

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

Bishop & Co Investment Management's IEFA Position: Q2 2026 in Review

Bishop & Co Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.67% in Q2 2026, buying an estimated $316K and bringing the position to 491,811 shares worth $47.5M. The position accounts for 14.62% of the portfolio, ranked #2.

Bishop & Co Investment Management first reported a position in IEFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $325M in Q2 2023. 1,269 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Bishop & Co Investment Management held 491,811 shares of iShares Core MSCI EAFE ETF worth $47.5M as of Q2 2026.
  • Bishop & Co Investment Management bought 3,289 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $316K.
  • iShares Core MSCI EAFE ETF made up 14.62% of Bishop & Co Investment Management's portfolio in Q2 2026, its #2 holding.
  • Bishop & Co Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • Bishop & Co Investment Management's iShares Core MSCI EAFE ETF position peaked at $325M in Q2 2023.
  • 1,269 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bishop & Co Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.