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Brio Consultants’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brio Consultants’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 		$6.31M Sell
66,085
-5,064
-7% -$473K 0.77% 31
2025
Q4 		$6.36M Sell
71,149
-864
-1% -$76.4K 0.83% 30
2025
Q3 		$6.29M Buy
72,013
+4,766
+7% +$405K 0.87% 30
2025
Q2 		$5.61M Sell
67,247
-10,723
-14% -$851K 0.82% 32
2025
Q1 		$5.9M Sell
77,970
-1,416
-2% -$106K 0.93% 28
2024
Q4 		$5.58M Buy
79,386
+4,649
+6% +$343K 0.87% 29
2024
Q3 		$5.83M Buy
74,737
+3,730
+5% +$279K 0.93% 26
2024
Q2 		$5.16M Sell
71,007
-684
-1% -$50.3K 0.85% 30
2024
Q1 		$5.32M Sell
71,691
-3,012
-4% -$214K 0.9% 28
2023
Q4 		$5.26M Sell
74,703
-268
-0.4% -$17.7K 0.93% 27
2023
Q3 		$4.82M Sell
74,971
-2,308
-3% -$155K 0.91% 31
2023
Q2 		$5.22M Sell
77,279
-4,035
-5% -$274K 0.94% 27
2023
Q1 		$5.44M Buy
81,314
+37
+0% +$2.43K 1.01% 26
2022
Q4 		$5.01M Sell
81,277
-1,840
-2% -$108K 1% 25
2022
Q3 		$4.53M Sell
83,117
-80,495
-49% -$4.73M 0.96% 28
2022
Q2 		$9.45M Sell
163,612
-41,499
-20% -$2.66M 2.14% 16
2022
Q1 		$14.3M Sell
205,111
-98,705
-32% -$6.98M 3.04% 9
2021
Q4 		$22.7M Buy
303,816
+16,026
+6% +$1.2M 5.33% 6
2021
Q3 		$21.4M Buy
287,790
+22,444
+8% +$1.71M 5.19% 6
2021
Q2 		$19.9M Buy
265,346
+32,812
+14% +$2.48M 5.08% 7
2021
Q1 		$16.8M Buy
232,534
+28,184
+14% +$2.01M 4.93% 7
2020
Q4 		$14.1M Sell
204,350
-19,680
-9% -$1.27M 4.56% 7
2020
Q3 		$13.5M Buy
224,030
+17,968
+9% +$1.08M 4.08% 9
2020
Q2 		$11.8M Buy
+206,062
New +$11.2M 3.93% 9

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

Brio Consultants's IEFA Position: Q1 2026 in Review

Brio Consultants reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q1 2026, selling an estimated $473K and leaving 66,085 shares worth $6.31M. The position accounts for 0.77% of the portfolio, ranked #31.

Brio Consultants first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. The position peaked at $22.7M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Brio Consultants held 66,085 shares of iShares Core MSCI EAFE ETF worth $6.31M as of Q1 2026.
  • Brio Consultants sold 5,064 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $473K.
  • iShares Core MSCI EAFE ETF made up 0.77% of Brio Consultants's portfolio in Q1 2026, its #31 holding.
  • Brio Consultants first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • Brio Consultants's iShares Core MSCI EAFE ETF position peaked at $22.7M in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.