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BSW Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BSW Wealth Partners’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 		$11.1M Sell
114,416
-5,442
-5% -$523K 1.23% 16
2026
Q1 		$10.9M Sell
119,858
-5,764
-5% -$538K 1.32% 16
2025
Q4 		$11.2M Sell
125,622
-12,795
-9% -$1.13M 1.35% 16
2025
Q3 		$12.1M Sell
138,417
-1,951
-1% -$166K 1.51% 13
2025
Q2 		$11.7M Sell
140,368
-28,957
-17% -$2.3M 1.61% 12
2025
Q1 		$12.8M Sell
169,325
-20,820
-11% -$1.56M 1.94% 9
2024
Q4 		$13.4M Buy
190,145
+6,533
+4% +$482K 1.96% 9
2024
Q3 		$14.3M Sell
183,612
-2,446
-1% -$183K 2.15% 9
2024
Q2 		$13.5M Sell
186,058
-50,073
-21% -$3.68M 2.22% 9
2024
Q1 		$17.5M Sell
236,131
-116,593
-33% -$8.3M 2.97% 9
2023
Q4 		$24.8M Buy
352,724
+3,392
+1% +$224K 4.92% 4
2023
Q3 		$22.5M Buy
349,332
+8,470
+2% +$567K 5% 4
2023
Q2 		$23M Sell
340,862
-9,555
-3% -$648K 4.8% 4
2023
Q1 		$23.4M Buy
350,417
+189
+0.1% +$12.4K 4.8% 4
2022
Q4 		$21.6M Buy
350,228
+21,902
+7% +$1.29M 4.64% 4
2022
Q3 		$17.3M Buy
328,326
+15,023
+5% +$883K 4.25% 5
2022
Q2 		$18.4M Sell
313,303
-39,470
-11% -$2.53M 4.42% 5
2022
Q1 		$24.5M Buy
352,773
+19,316
+6% +$1.37M 6.2% 2
2021
Q4 		$24.9M Buy
333,457
+20,262
+6% +$1.52M 6.25% 2
2021
Q3 		$23.3M Buy
313,195
+9,672
+3% +$736K 6.5% 3
2021
Q2 		$22.7M Sell
303,523
-21,553
-7% -$1.63M 6.25% 3
2021
Q1 		$23.4M Sell
325,076
-29,768
-8% -$2.13M 6.77% 2
2020
Q4 		$24.5M Sell
354,844
-2,991
-0.8% -$193K 7.54% 2
2020
Q3 		$21.6M Sell
357,835
-31,839
-8% -$1.92M 8.1% 2
2020
Q2 		$22.3M Buy
389,674
+19,838
+5% +$1.08M 7.46% 2
2020
Q1 		$18.5M Buy
369,836
+23,142
+7% +$1.38M 7.66% 2
2019
Q4 		$22.6M Buy
346,694
+2,790
+0.8% +$177K 7.71% 2
2019
Q3 		$21M Sell
343,904
-28,571
-8% -$1.72M 8.08% 2
2019
Q2 		$22.9M Buy
372,475
+18,026
+5% +$1.1M 8.65% 2
2019
Q1 		$21.5M Sell
354,449
-159,299
-31% -$9.4M 8.53% 2
2018
Q4 		$28.3M Sell
513,748
-210,162
-29% -$12.3M 10.67% 2
2018
Q3 		$46.4M Buy
723,910
+84,841
+13% +$5.41M 17.67% 1
2018
Q2 		$40.5M Buy
639,069
+39,731
+7% +$2.63M 17.51% 1
2018
Q1 		$39.5M Buy
599,338
+8,899
+2% +$598K 17.69% 1
2017
Q4 		$39M Buy
590,439
+10,003
+2% +$652K 16.23% 2
2017
Q3 		$37.2M Buy
580,436
+23,736
+4% +$1.48M 16.23% 2
2017
Q2 		$33.9M Buy
556,700
+39,890
+8% +$2.41M 15.43% 2
2017
Q1 		$29.9M Buy
516,810
+69,634
+16% +$3.91M 14.83% 2
2016
Q4 		$24M Buy
+447,176
New +$24M 12.52% 2

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

BSW Wealth Partners's IEFA Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2026, selling an estimated $523K and leaving 114,416 shares worth $11.1M. The position accounts for 1.23% of the portfolio, ranked #16.

BSW Wealth Partners first reported a position in IEFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $46.4M in Q3 2018. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • BSW Wealth Partners held 114,416 shares of iShares Core MSCI EAFE ETF worth $11.1M as of Q2 2026.
  • BSW Wealth Partners sold 5,442 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $523K.
  • iShares Core MSCI EAFE ETF made up 1.23% of BSW Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • BSW Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
  • BSW Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $46.4M in Q3 2018.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.