BridgePort Financial Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BridgePort Financial Solutions’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	$280K	Hold	2,904	–	–	0.07%	189
2026 Q1	$263K	Sell	2,904 -894	-24%	-$83.4K	0.07%	199
2025 Q4	$340K	Sell	3,798 -336	-8%	-$29.7K	0.09%	170
2025 Q3	$361K	Hold	4,134	–	–	0.1%	160
2025 Q2	$345K	Hold	4,134	–	–	0.11%	142
2025 Q1	$313K	Hold	4,134	–	–	0.14%	123
2024 Q4	$312K	Buy	+4,134	New	+$305K	0.14%	128

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BridgePort Financial Solutions's IEFA Position: Q2 2026 in Review

BridgePort Financial Solutions held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,904 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #189.

BridgePort Financial Solutions first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $361K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BridgePort Financial Solutions held 2,904 shares of iShares Core MSCI EAFE ETF worth $280K as of Q2 2026.
BridgePort Financial Solutions left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.07% of BridgePort Financial Solutions's portfolio in Q2 2026, its #189 holding.
BridgePort Financial Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's iShares Core MSCI EAFE ETF position peaked at $361K in Q3 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.