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Bleakley Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bleakley Financial Group’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 		$71.4M Buy
739,588
+55,872
+8% +$5.37M 0.91% 22
2026
Q1 		$61.9M Buy
683,716
+129,391
+23% +$12.1M 0.97% 21
2025
Q4 		$49.6M Buy
554,325
+64,942
+13% +$5.74M 0.86% 31
2025
Q3 		$42.7M Sell
489,383
-59,133
-11% -$5.02M 0.99% 24
2025
Q2 		$45.8M Buy
548,516
+462,453
+537% +$36.7M 1.16% 17
2025
Q1 		$6.51M Buy
86,063
+672
+0.8% +$50.3K 0.21% 94
2024
Q4 		$6M Buy
85,391
+10,398
+14% +$767K 0.18% 95
2024
Q3 		$5.85M Sell
74,993
-1,403
-2% -$105K 0.18% 103
2024
Q2 		$5.55M Buy
76,396
+5,837
+8% +$430K 0.16% 122
2024
Q1 		$5.24M Buy
70,559
+1,760
+3% +$125K 0.15% 133
2023
Q4 		$4.84M Sell
68,799
-1,535
-2% -$101K 0.15% 127
2023
Q3 		$4.53M Sell
70,334
-1,994
-3% -$134K 0.16% 122
2023
Q2 		$4.88M Sell
72,328
-7,819
-10% -$530K 0.15% 123
2023
Q1 		$5.36M Sell
80,147
-5,823
-7% -$382K 0.18% 103
2022
Q4 		$5.3M Buy
+85,970
New +$5.06M 0.19% 106

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bleakley Financial Group's IEFA Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.2% in Q2 2026, buying an estimated $5.37M and bringing the position to 739,588 shares worth $71.4M. The position accounts for 0.91% of the portfolio, ranked #22.

Bleakley Financial Group first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,444 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Bleakley Financial Group held 739,588 shares of iShares Core MSCI EAFE ETF worth $71.4M as of Q2 2026.
  • Bleakley Financial Group bought 55,872 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.37M.
  • iShares Core MSCI EAFE ETF made up 0.91% of Bleakley Financial Group's portfolio in Q2 2026, its #22 holding.
  • Bleakley Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,444 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.