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Brady Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brady Family Wealth’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 		$2.59M Buy
26,767
+1,800
+7% +$173K 0.75% 40
2026
Q1 		$2.26M Buy
24,967
+7,624
+44% +$712K 0.7% 42
2025
Q4 		$1.55M Buy
17,343
+5,336
+44% +$472K 0.48% 53
2025
Q3 		$1.05M Buy
12,007
+606
+5% +$51.5K 0.32% 61
2025
Q2 		$952K Buy
11,401
+24
+0.2% +$1.91K 0.29% 63
2025
Q1 		$861K Sell
11,377
-6,304
-36% -$471K 0.28% 65
2024
Q4 		$1.24M Sell
17,681
-979
-5% -$72.2K 0.38% 59
2024
Q3 		$1.46M Buy
18,660
+198
+1% +$14.8K 0.44% 55
2024
Q2 		$1.34M Sell
18,462
-87
-0.5% -$6.4K 0.43% 58
2024
Q1 		$1.38M Buy
18,549
+135
+0.7% +$9.61K 0.45% 54
2023
Q4 		$1.3M Sell
18,414
-124
-0.7% -$8.17K 0.44% 53
2023
Q3 		$1.19M Sell
18,538
-966
-5% -$64.7K 0.46% 54
2023
Q2 		$1.32M Buy
19,504
+449
+2% +$30.4K 0.49% 54
2023
Q1 		$1.27M Buy
19,055
+2,270
+14% +$149K 0.5% 53
2022
Q4 		$1.03M Buy
+16,785
New +$988K 0.43% 59

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

Brady Family Wealth's IEFA Position: Q2 2026 in Review

Brady Family Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.2% in Q2 2026, buying an estimated $173K and bringing the position to 26,767 shares worth $2.59M. The position accounts for 0.75% of the portfolio, ranked #40.

Brady Family Wealth first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Brady Family Wealth held 26,767 shares of iShares Core MSCI EAFE ETF worth $2.59M as of Q2 2026.
  • Brady Family Wealth bought 1,800 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $173K.
  • iShares Core MSCI EAFE ETF made up 0.75% of Brady Family Wealth's portfolio in Q2 2026, its #40 holding.
  • Brady Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.