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Bradley Foster & Sargent’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bradley Foster & Sargent’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 		$6.37M Sell
65,984
-3,171
-5% -$305K 0.09% 149
2026
Q1 		$6.26M Sell
69,155
-7,981
-10% -$745K 0.1% 136
2025
Q4 		$6.9M Sell
77,136
-2,610
-3% -$231K 0.1% 139
2025
Q3 		$6.96M Sell
79,746
-452
-0.6% -$38.4K 0.1% 136
2025
Q2 		$6.69M Buy
80,198
+68,044
+560% +$5.4M 0.1% 137
2025
Q1 		$919K Buy
12,154
+493
+4% +$36.9K 0.02% 277
2024
Q4 		$820K Sell
11,661
-152
-1% -$11.2K 0.01% 300
2024
Q3 		$922K Sell
11,813
-309
-3% -$23.1K 0.02% 290
2024
Q2 		$881K Sell
12,122
-409
-3% -$30.1K 0.02% 281
2024
Q1 		$930K Sell
12,531
-3,293
-21% -$234K 0.02% 278
2023
Q4 		$1.11M Buy
15,824
+2,299
+17% +$152K 0.02% 259
2023
Q3 		$913K Hold
13,525
– – 0.02% 275
2023
Q2 		$913K Buy
13,525
+3,336
+33% +$226K 0.02% 275
2023
Q1 		$681K Buy
10,189
+30
+0.3% +$1.97K 0.02% 289
2022
Q4 		$626K Sell
10,159
-368
-3% -$21.7K 0.02% 298
2022
Q3 		$554K Sell
10,527
-9
-0.1% -$529 0.02% 294
2022
Q2 		$620K Buy
10,536
+277
+3% +$17.8K 0.02% 292
2022
Q1 		$713K Buy
10,259
+1,005
+11% +$71.1K 0.02% 301
2021
Q4 		$691K Buy
9,254
+205
+2% +$15.4K 0.01% 290
2021
Q3 		$672K Hold
9,049
– – 0.02% 271
2021
Q2 		$677K Hold
9,049
– – 0.02% 274
2021
Q1 		$652K Buy
9,049
+632
+8% +$45.2K 0.02% 266
2020
Q4 		$582K Buy
8,417
+350
+4% +$22.6K 0.02% 268
2020
Q3 		$486K Buy
+8,067
New +$487K 0.01% 257
2020
Q1 		$639K Sell
12,816
-1,241
-9% -$73.9K 0.03% 213
2019
Q4 		$917K Buy
+14,057
New +$892K 0.03% 226

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

Bradley Foster & Sargent's IEFA Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.6% in Q2 2026, selling an estimated $305K and leaving 65,984 shares worth $6.37M. The position accounts for 0.09% of the portfolio, ranked #149.

Bradley Foster & Sargent first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.96M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Bradley Foster & Sargent held 65,984 shares of iShares Core MSCI EAFE ETF worth $6.37M as of Q2 2026.
  • Bradley Foster & Sargent sold 3,171 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $305K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Bradley Foster & Sargent's portfolio in Q2 2026, its #149 holding.
  • Bradley Foster & Sargent first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Bradley Foster & Sargent's iShares Core MSCI EAFE ETF position peaked at $6.96M in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.