Brown Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brown Wealth 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 Q3	$2.94M	Buy	30,349 +1,360	+5%	+$134K	0.65%	30
2026 Q2	$2.8M	Buy	28,989 +416	+1%	+$40K	0.63%	29
2026 Q1	$2.59M	Sell	28,573 -268	-0.9%	-$25K	0.66%	30
2025 Q4	$2.58M	Buy	28,841 +2,342	+9%	+$207K	0.68%	31
2025 Q3	$2.31M	Buy	26,499 +781	+3%	+$66.4K	0.65%	37
2025 Q2	$2.15M	Sell	25,718 -3,048	-11%	-$242K	0.67%	36
2025 Q1	$2.18M	Sell	28,766 -14,905	-34%	-$1.11M	0.75%	33
2024 Q4	$3.07M	Sell	43,671 -217	-0.5%	-$16K	1.09%	23
2024 Q3	$3.43M	Buy	43,888 +1,498	+4%	+$112K	1.24%	19
2024 Q2	$3.08M	Sell	42,390 -2,983	-7%	-$220K	1.24%	20
2024 Q1	$3.37M	Sell	45,373 -743	-2%	-$52.9K	1.39%	20
2023 Q4	$3.24M	Buy	46,116 +368	+0.8%	+$24.3K	1.44%	20
2023 Q3	$2.94M	Buy	45,748 +7,877	+21%	+$527K	1.4%	21
2023 Q2	$2.56M	Buy	+37,871	New	+$2.57M	1.32%	23

Other funds holding IEFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Brown Wealth Management's IEFA Position: Q3 2026 in Review

Brown Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.7% in Q3 2026, buying an estimated $134K and bringing the position to 30,349 shares worth $2.94M. The position accounts for 0.65% of the portfolio, ranked #30.

Brown Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.43M in Q3 2024. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Brown Wealth Management held 30,349 shares of iShares Core MSCI EAFE ETF worth $2.94M as of Q3 2026.
Brown Wealth Management bought 1,360 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $134K.
iShares Core MSCI EAFE ETF made up 0.65% of Brown Wealth Management's portfolio in Q3 2026, its #30 holding.
Brown Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 14 quarters since.
Brown Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.43M in Q3 2024.
1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.