Blue Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Blue Investment Partners’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
2025 Q2	$326K	Buy	+3,903	New	+$310K	0.11%	35

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Blue Investment Partners's IEFA Position: Q2 2025 in Review

Blue Investment Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2025: 3,903 shares worth $326K. The stake represents 0.11% of the portfolio and ranks #35 among its holdings.

2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Blue Investment Partners held 3,903 shares of iShares Core MSCI EAFE ETF worth $326K as of Q2 2025.
iShares Core MSCI EAFE ETF was a new Blue Investment Partners position in Q2 2025.
iShares Core MSCI EAFE ETF made up 0.11% of Blue Investment Partners's portfolio in Q2 2025, its #35 holding.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.