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

Bullock 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	$20K	Hold	208	–	–	0.01%	358
2026 Q1	$19.1K	Hold	208	–	–	0.01%	350
2025 Q4	$18.6K	Hold	208	–	–	0.01%	343
2025 Q3	$18.3K	Hold	208	–	–	0.01%	357
2025 Q2	$17.3K	Hold	208	–	–	0.01%	338
2025 Q1	$15.8K	Hold	208	–	–	0.01%	333
2024 Q4	$14.6K	Hold	208	–	–	0.01%	353
2024 Q3	$16.1K	Sell	208 -38	-15%	-$2.85K	0.01%	324
2024 Q2	$17.9K	Sell	246 -90	-27%	-$6.62K	0.01%	312
2024 Q1	$24.8K	Buy	+336	New	+$23.9K	0.02%	290

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bullock Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 208 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #358.

Bullock Wealth Management first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.8K in Q1 2024. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bullock Wealth Management held 208 shares of iShares Core MSCI EAFE ETF worth $20K as of Q2 2026.
Bullock Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #358 holding.
Bullock Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares Core MSCI EAFE ETF position peaked at $24.8K in Q1 2024.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.