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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
Q2 		$6.46M Buy
66,903
+818
+1% +$78.6K 0.76% 32
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 $1.55T 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

Brio Consultants's IEFA Position: Q2 2026 in Review

Brio Consultants increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q2 2026, buying an estimated $78.6K and bringing the position to 66,903 shares worth $6.46M. The position accounts for 0.76% of the portfolio, ranked #32.

Brio Consultants first reported a position in IEFA in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.7M in Q4 2021. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Brio Consultants held 66,903 shares of iShares Core MSCI EAFE ETF worth $6.46M as of Q2 2026.
  • Brio Consultants bought 818 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $78.6K.
  • iShares Core MSCI EAFE ETF made up 0.76% of Brio Consultants's portfolio in Q2 2026, its #32 holding.
  • Brio Consultants first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • Brio Consultants's iShares Core MSCI EAFE ETF position peaked at $22.7M in Q4 2021.
  • 2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.