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

Bristlecone 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
2025
Q3 		$1.05M Buy
12,079
+250
+2% +$21.2K 0.09% 126
2025
Q2 		$987K Sell
11,829
-9,562
-45% -$759K 0.08% 127
2025
Q1 		$1.62M Buy
21,391
+6,942
+48% +$519K 0.13% 123
2024
Q4 		$1.02M Sell
14,449
-1,959
-12% -$145K 0.08% 147
2024
Q3 		$1.28M Sell
16,408
-214
-1% -$16K 0.1% 129
2024
Q2 		$1.21M Sell
16,622
-3,468
-17% -$255K 0.1% 132
2024
Q1 		$1.49M Buy
20,090
+3,099
+18% +$221K 0.13% 120
2023
Q4 		$1.2M Hold
16,991
– – 0.12% 126
2023
Q3 		$1.09M Sell
16,991
-375
-2% -$25.1K 0.12% 125
2023
Q2 		$1.17M Hold
17,366
– – 0.12% 126
2023
Q1 		$1.16M Sell
17,366
-1,075
-6% -$70.5K 0.13% 123
2022
Q4 		$1.14M Sell
18,441
-2,494
-12% -$147K 0.14% 121
2022
Q3 		$1.1M Buy
20,935
+29
+0.1% +$1.71K 0.14% 112
2022
Q2 		$1.23M Sell
20,906
-2
-0% -$128 0.15% 108
2022
Q1 		$1.45M Sell
20,908
-206
-1% -$14.6K 0.18% 105
2021
Q4 		$1.58M Hold
21,114
– – 0.19% 106
2021
Q3 		$1.57M Buy
21,114
+358
+2% +$27.2K 0.21% 101
2021
Q2 		$1.55M Buy
20,756
+4,430
+27% +$334K 0.21% 99
2021
Q1 		$1.18M Sell
16,326
-23
-0.1% -$1.64K 0.18% 114
2020
Q4 		$1.13M Buy
16,349
+539
+3% +$34.9K 0.18% 110
2020
Q3 		$953K Hold
15,810
– – 0.17% 109
2020
Q2 		$904K Buy
15,810
+1,290
+9% +$69.9K 0.18% 108
2020
Q1 		$724K Buy
+14,520
New +$864K 0.17% 105
2017
Q4 		– Sell
-1,600
Closed -$103K – 203
2017
Q3 		$103K Buy
+1,600
New +$100K 0.03% 166

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bristlecone Advisors's IEFA Position: Q3 2025 in Review

Bristlecone Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q3 2025, buying an estimated $21.2K and bringing the position to 12,079 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #126.

Bristlecone Advisors first reported a position in IEFA in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.62M in Q1 2025. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Bristlecone Advisors held 12,079 shares of iShares Core MSCI EAFE ETF worth $1.05M as of Q3 2025.
  • Bristlecone Advisors bought 250 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $21.2K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Bristlecone Advisors's portfolio in Q3 2025, its #126 holding.
  • Bristlecone Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 24 quarters since.
  • Bristlecone Advisors's iShares Core MSCI EAFE ETF position peaked at $1.62M in Q1 2025.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.