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IEFA icon

Brooklyn FI’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brooklyn FI’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 		$14.7M Buy
161,877
+9,946
+7% +$928K 3.08% 9
2025
Q4 		$13.6M Buy
151,931
+22,755
+18% +$2.01M 2.91% 10
2025
Q3 		$11.3M Sell
129,176
-186
-0.1% -$15.8K 2.53% 13
2025
Q2 		$10.8M Buy
129,362
+63,215
+96% +$5.02M 2.77% 10
2025
Q1 		$5.23M Sell
66,147
-7,468
-10% -$558K 1.61% 20
2024
Q4 		$5.17M Buy
73,615
+23,596
+47% +$1.74M 1.72% 21
2024
Q3 		$3.9M Buy
50,019
+8,981
+22% +$672K 1.38% 22
2024
Q2 		$2.98M Sell
41,038
-6,437
-14% -$474K 1.16% 24
2024
Q1 		$3.52M Buy
47,475
+2,937
+7% +$209K 1.45% 21
2023
Q4 		$3.13M Buy
44,538
+20,253
+83% +$1.33M 1.47% 21
2023
Q3 		$1.56M Buy
24,285
+4,613
+23% +$309K 0.84% 25
2023
Q2 		$1.33M Sell
19,672
-4,118
-17% -$279K 0.72% 27
2023
Q1 		$1.77M Buy
23,790
+21,225
+827% +$1.39M 1.65% 16
2022
Q4 		$1.07M Sell
2,565
-16,759
-87% -$986K 0.76% 25
2022
Q3 		$1.02M Buy
19,324
+16,807
+668% +$988K 0.87% 25
2022
Q2 		$279K Sell
2,517
-43,753
-95% -$2.81M 0.28% 35
2022
Q1 		$3.22M Buy
46,270
+22,702
+96% +$1.61M 2.79% 14
2021
Q4 		$1.76M Buy
+23,568
New +$1.77M 1.65% 16

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

Brooklyn FI's IEFA Position: Q1 2026 in Review

Brooklyn FI increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.5% in Q1 2026, buying an estimated $928K and bringing the position to 161,877 shares worth $14.7M. The position accounts for 3.08% of the portfolio, ranked #9.

Brooklyn FI first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Brooklyn FI held 161,877 shares of iShares Core MSCI EAFE ETF worth $14.7M as of Q1 2026.
  • Brooklyn FI bought 9,946 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $928K.
  • iShares Core MSCI EAFE ETF made up 3.08% of Brooklyn FI's portfolio in Q1 2026, its #9 holding.
  • Brooklyn FI first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.