Broadview Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.4M | Sell |
258,139
-5,343
| -2% | -$499K | 15.96% | 1 |
|
|
2025
Q4 | $23.6M | Sell |
263,482
-4,245
| -2% | -$375K | 15.77% | 1 |
|
|
2025
Q3 | $23.4M | Sell |
267,727
-11,485
| -4% | -$976K | 15.76% | 1 |
|
|
2025
Q2 | $23.3M | Buy |
279,212
+10,202
| +4% | +$810K | 15.83% | 1 |
|
|
2025
Q1 | $20.4M | Sell |
269,010
-1,383
| -0.5% | -$103K | 15.18% | 1 |
|
|
2024
Q4 | $19M | Buy |
270,393
+1,744
| +0.6% | +$129K | 13.59% | 1 |
|
|
2024
Q3 | $21M | Buy |
268,649
+2,725
| +1% | +$204K | 14.19% | 1 |
|
|
2024
Q2 | $19.3M | Buy |
265,924
+600
| +0.2% | +$44.2K | 14.07% | 1 |
|
|
2024
Q1 | $19.7M | Buy |
265,324
+83
| +0% | +$5.91K | 14.34% | 1 |
|
|
2023
Q4 | $18.7M | Sell |
265,241
-861
| -0.3% | -$56.7K | 14.39% | 1 |
|
|
2023
Q3 | $17.1M | Sell |
266,102
-4,288
| -2% | -$287K | 15.84% | 1 |
|
|
2023
Q2 | $18.3M | Sell |
270,390
-419
| -0.2% | -$28.4K | 15.58% | 1 |
|
|
2023
Q1 | $18.1M | Sell |
270,809
-8,355
| -3% | -$548K | 15.8% | 1 |
|
|
2022
Q4 | $17.2M | Sell |
279,164
-14,243
| -5% | -$838K | 15.46% | 1 |
|
|
2022
Q3 | $15.5M | Buy |
293,407
+1,550
| +0.5% | +$91.1K | 15.48% | 1 |
|
|
2022
Q2 | $17.2M | Sell |
291,857
-3,464
| -1% | -$222K | 16.02% | 1 |
|
|
2022
Q1 | $20.5M | Buy |
295,321
+7,972
| +3% | +$564K | 15.21% | 1 |
|
|
2021
Q4 | $21.4M | Buy |
287,349
+4,738
| +2% | +$356K | 15.29% | 1 |
|
|
2021
Q3 | $21M | Sell |
282,611
-1,347
| -0.5% | -$102K | 16.23% | 1 |
|
|
2021
Q2 | $21.3M | Buy |
283,958
+874
| +0.3% | +$66K | 16.01% | 1 |
|
|
2021
Q1 | $20.4M | Sell |
283,084
-17,248
| -6% | -$1.23M | 15.84% | 1 |
|
|
2020
Q4 | $20.8M | Sell |
300,332
-882
| -0.3% | -$57K | 15.91% | 1 |
|
|
2020
Q3 | $18.2M | Sell |
301,214
-10,828
| -3% | -$653K | 15.3% | 1 |
|
|
2020
Q2 | $17.8M | Sell |
312,042
-7,992
| -2% | -$433K | 14.27% | 1 |
|
|
2020
Q1 | $16M | Buy |
320,034
+28,210
| +10% | +$1.68M | 14.27% | 1 |
|
|
2019
Q4 | $19M | Sell |
291,824
-4,091
| -1% | -$259K | 13.25% | 1 |
|
|
2019
Q3 | $18.1M | Buy |
295,915
+866
| +0.3% | +$52.3K | 13.42% | 1 |
|
|
2019
Q2 | $18.1M | Buy |
295,049
+6,001
| +2% | +$368K | 13.63% | 1 |
|
|
2019
Q1 | $17.6M | Buy |
289,048
+17,002
| +6% | +$1M | 13.68% | 1 |
|
|
2018
Q4 | $15M | Sell |
272,046
-78,396
| -22% | -$4.6M | 13.3% | 1 |
|
|
2018
Q3 | $22.5M | Buy |
350,442
+75,227
| +27% | +$4.8M | 20.18% | 1 |
|
|
2018
Q2 | $17.4M | Buy |
275,215
+11,515
| +4% | +$762K | 17.02% | 1 |
|
|
2018
Q1 | $17.4M | Sell |
263,700
-3,388
| -1% | -$228K | 17.16% | 1 |
|
|
2017
Q4 | $17.7M | Buy |
+267,088
| New | +$17.4M | 17.12% | 1 |
|
Other funds holding IEFA
Broadview Financial Management's IEFA Position: Q1 2026 in Review
Broadview Financial Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q1 2026, selling an estimated $499K and leaving 258,139 shares worth $23.4M. The position accounts for 15.96% of the portfolio, ranked #1.
Broadview Financial Management first reported a position in IEFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $23.6M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Broadview Financial Management held 258,139 shares of iShares Core MSCI EAFE ETF worth $23.4M as of Q1 2026.
- Broadview Financial Management sold 5,343 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $499K.
- iShares Core MSCI EAFE ETF made up 15.96% of Broadview Financial Management's portfolio in Q1 2026, its #1 holding.
- Broadview Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Broadview Financial Management's iShares Core MSCI EAFE ETF position peaked at $23.6M in Q4 2025.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.