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 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 $1.37T 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

BridgePort Financial Solutions's IEFA Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 24% in Q1 2026, selling an estimated $83.4K and leaving 2,904 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #199.

BridgePort Financial Solutions first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

BridgePort Financial Solutions held 2,904 shares of iShares Core MSCI EAFE ETF worth $263K as of Q1 2026.
BridgePort Financial Solutions sold 894 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $83.4K.
iShares Core MSCI EAFE ETF made up 0.07% of BridgePort Financial Solutions's portfolio in Q1 2026, its #199 holding.
BridgePort Financial Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's iShares Core MSCI EAFE ETF position peaked at $361K in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.