BWM
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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
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

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

Brown Wealth Management's IEFA Position: Q2 2026 in Review

Brown Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2026, buying an estimated $40K and bringing the position to 28,989 shares worth $2.8M. The position accounts for 0.63% of the portfolio, ranked #29.

Brown Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.43M in Q3 2024. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Brown Wealth Management held 28,989 shares of iShares Core MSCI EAFE ETF worth $2.8M as of Q2 2026.
  • Brown Wealth Management bought 416 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $40K.
  • iShares Core MSCI EAFE ETF made up 0.63% of Brown Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Brown Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • Brown Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.43M in Q3 2024.
  • 634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.