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Bridgewater Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bridgewater Advisors’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 		$852K Buy
8,768
+330
+4% +$30.8K 0.05% 162
2025
Q4 		$780K Hold
8,438
– – 0.05% 180
2025
Q3 		$738K Hold
8,438
– – 0.05% 178
2025
Q2 		$702K Buy
8,438
+5,758
+215% +$457K 0.05% 181
2025
Q1 		$211K Buy
+2,680
New +$200K 0.02% 387
2022
Q1 		– Sell
-2,708
Closed -$202K – 244
2021
Q4 		$202K Buy
+2,708
New +$204K 0.04% 239

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bridgewater Advisors's IEFA Position: Q1 2026 in Review

Bridgewater Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q1 2026, buying an estimated $30.8K and bringing the position to 8,768 shares worth $852K. The position accounts for 0.05% of the portfolio, ranked #162.

Bridgewater Advisors first reported a position in IEFA in Q4 2021 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Bridgewater Advisors held 8,768 shares of iShares Core MSCI EAFE ETF worth $852K as of Q1 2026.
  • Bridgewater Advisors bought 330 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $30.8K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Bridgewater Advisors's portfolio in Q1 2026, its #162 holding.
  • Bridgewater Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 6 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.