Blue Bell Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$162K Buy
1,682
+168
+11% +$16.1K 0.02% 301
2026
Q1
$137K Hold
1,514
0.02% 306
2025
Q4
$135K Hold
1,514
0.02% 297
2025
Q3
$132K Hold
1,514
0.02% 296
2025
Q2
$126K Hold
1,514
0.02% 291
2025
Q1
$115K Buy
1,514
+185
+14% +$13.8K 0.02% 279
2024
Q4
$93.4K Hold
1,329
0.02% 282
2024
Q3
$104K Hold
1,329
0.02% 274
2024
Q2
$96.5K Hold
1,329
0.02% 275
2024
Q1
$98.6K Sell
1,329
-3,513
-73% -$250K 0.02% 261
2023
Q4
$341K Buy
4,842
+4,574
+1,707% +$301K 0.08% 125
2023
Q3
$17.2K Hold
268
﹤0.01% 373
2023
Q2
$18.1K Buy
+268
New +$18.2K ﹤0.01% 365
2022
Q3
Sell
-3
Closed 784
2022
Q2
$0 Hold
3
﹤0.01% 839
2022
Q1
$0 Hold
3
﹤0.01% 891
2021
Q4
$0 Buy
+3
New +$225 ﹤0.01% 846

Other funds holding IEFA

Blue Bell Private Wealth Management's IEFA Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,682 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #301.

Blue Bell Private Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 16 quarters since. The position peaked at $341K in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,682 shares of iShares Core MSCI EAFE ETF worth $162K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 168 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $16.1K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Blue Bell Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
  • Blue Bell Private Wealth Management's iShares Core MSCI EAFE ETF position peaked at $341K in Q4 2023.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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