BCM
IEFA icon

Brookstone Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brookstone Capital Management’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 		$91.8M Sell
950,200
-85,056
-8% -$8.17M 0.92% 15
2026
Q1 		$93.7M Buy
1,035,256
+121,093
+13% +$11.3M 1.07% 11
2025
Q4 		$81.8M Buy
914,163
+60,576
+7% +$5.36M 0.94% 15
2025
Q3 		$74.5M Buy
853,587
+32,014
+4% +$2.72M 0.89% 17
2025
Q2 		$68.6M Buy
821,573
+791,121
+2,598% +$62.8M 0.9% 17
2025
Q1 		$2.3M Sell
30,452
-6,002
-16% -$449K 0.03% 383
2024
Q4 		$2.56M Sell
36,454
-783
-2% -$57.8K 0.04% 341
2024
Q3 		$2.91M Sell
37,237
-1,592
-4% -$119K 0.04% 327
2024
Q2 		$2.92M Sell
38,829
-1,676
-4% -$123K 0.05% 311
2024
Q1 		$3.01M Buy
40,505
+3,043
+8% +$217K 0.05% 293
2023
Q4 		$2.64M Sell
37,462
-14,298
-28% -$942K 0.05% 289
2023
Q3 		$3.24M Sell
51,760
-5,204
-9% -$348K 0.07% 238
2023
Q2 		$3.77M Buy
56,964
+2,361
+4% +$160K 0.08% 236
2023
Q1 		$3.73M Sell
54,603
-30,801
-36% -$2.02M 0.07% 232
2022
Q4 		$5.46M Sell
85,404
-11,165
-12% -$657K 0.11% 165
2022
Q3 		$5.05M Sell
96,569
-57
-0.1% -$3.35K 0.12% 166
2022
Q2 		$5.68M Sell
96,626
-22,465
-19% -$1.44M 0.13% 161
2022
Q1 		$8.1M Sell
119,091
-21,571
-15% -$1.53M 0.16% 130
2021
Q4 		$10.5M Sell
140,662
-32,504
-19% -$2.44M 0.18% 114
2021
Q3 		$12.9M Sell
173,166
-9,046
-5% -$688K 0.23% 90
2021
Q2 		$13.8M Buy
182,212
+149,716
+461% +$11.3M 0.25% 89
2021
Q1 		$2.34M Sell
32,496
-27,453
-46% -$1.96M 0.09% 168
2020
Q4 		$4.14M Buy
59,949
+35,462
+145% +$2.29M 0.16% 110
2020
Q3 		$1.48M Buy
24,487
+10,986
+81% +$663K 0.07% 178
2020
Q2 		$772K Sell
13,501
-222,370
-94% -$12.1M 0.05% 187
2020
Q1 		$11.8M Sell
235,871
-32,312
-12% -$1.92M 0.68% 26
2019
Q4 		$17.5M Sell
268,183
-31,966
-11% -$2.03M 0.89% 20
2019
Q3 		$18.3M Sell
300,149
-73,394
-20% -$4.43M 1% 18
2019
Q2 		$22.9M Sell
373,543
-28,380
-7% -$1.74M 1.33% 17
2019
Q1 		$24.4M Sell
401,923
-38,122
-9% -$2.25M 1.59% 15
2018
Q4 		$24.2M Buy
440,045
+17,382
+4% +$1.02M 1.84% 10
2018
Q3 		$27.1M Buy
422,663
+251,545
+147% +$16M 2.06% 8
2018
Q2 		$10.8M Buy
171,118
+17,972
+12% +$1.19M 0.94% 18
2018
Q1 		$10.1M Buy
153,146
+20,934
+16% +$1.41M 0.92% 19
2017
Q4 		$8.74M Sell
132,212
-17,621
-12% -$1.15M 0.78% 24
2017
Q3 		$9.62M Buy
149,833
+35,198
+31% +$2.2M 0.87% 24
2017
Q2 		$6.98M Buy
114,635
+26,355
+30% +$1.59M 0.67% 43
2017
Q1 		$5.12M Sell
88,280
-17,435
-16% -$980K 0.52% 88
2016
Q4 		$5.67M Buy
105,715
+25,911
+32% +$1.39M 0.62% 53
2016
Q3 		$4.4M Buy
79,804
+32,319
+68% +$1.74M 0.48% 64
2016
Q2 		$2.46M Sell
47,485
-7,568
-14% -$405K 0.32% 93
2016
Q1 		$2.93M Buy
+55,053
New +$2.81M 0.44% 81

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management's IEFA Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.2% in Q2 2026, selling an estimated $8.17M and leaving 950,200 shares worth $91.8M. The position accounts for 0.92% of the portfolio, ranked #15.

Brookstone Capital Management first reported a position in IEFA in Q1 2016 and has held it in 42 quarters since. The position peaked at $93.7M in Q1 2026. 713 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Brookstone Capital Management held 950,200 shares of iShares Core MSCI EAFE ETF worth $91.8M as of Q2 2026.
  • Brookstone Capital Management sold 85,056 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.17M.
  • iShares Core MSCI EAFE ETF made up 0.92% of Brookstone Capital Management's portfolio in Q2 2026, its #15 holding.
  • Brookstone Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 42 quarters since.
  • Brookstone Capital Management's iShares Core MSCI EAFE ETF position peaked at $93.7M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.