Bradley & Co Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bradley & Co Private 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 Q1	$146K	Hold	1,617	–	–	0.08%	61
2025 Q4	$145K	Hold	1,617	–	–	0.08%	66
2025 Q3	$141K	Hold	1,617	–	–	0.08%	54
2025 Q2	$135K	Hold	1,617	–	–	0.08%	51
2025 Q1	$122K	Hold	1,617	–	–	0.08%	55
2024 Q4	$114K	Buy	+1,617	New	+$119K	0.07%	52
2024 Q2	$117K	Hold	1,617	–	–	0.09%	46
2024 Q1	$120K	Hold	1,617	–	–	0.1%	44
2023 Q4	$114K	Hold	1,617	–	–	0.11%	40
2023 Q3	$104K	Hold	1,617	–	–	0.11%	39
2023 Q2	$109K	Hold	1,617	–	–	0.11%	38
2023 Q1	$108K	Hold	1,617	–	–	0.12%	37
2022 Q4	$99.7K	Hold	1,617	–	–	0.12%	44
2022 Q3	$85K	Hold	1,617	–	–	0.1%	54
2022 Q2	$95K	Hold	1,617	–	–	0.1%	63
2022 Q1	$112K	Hold	1,617	–	–	0.1%	60
2021 Q4	$121K	Hold	1,617	–	–	0.1%	63
2021 Q3	$120K	Hold	1,617	–	–	0.1%	64
2021 Q2	$121K	Hold	1,617	–	–	0.11%	66
2021 Q1	$117K	Buy	+1,617	New	+$116K	0.11%	67

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bradley & Co Private Wealth Management's IEFA Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 1,617 shares worth $146K. The position accounts for 0.08% of the portfolio, ranked #61.

Bradley & Co Private Wealth Management first reported a position in IEFA in Q1 2021 and has held it in 20 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Bradley & Co Private Wealth Management held 1,617 shares of iShares Core MSCI EAFE ETF worth $146K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.08% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #61 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 20 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.