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

Bulwark Capital’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 		$316K Sell
3,275
-8,565
-72% -$823K 0.18% 47
2026
Q1 		$1.07M Sell
11,840
-60
-0.5% -$5.6K 0.66% 29
2025
Q4 		$1.06M Buy
11,900
+2,433
+26% +$215K 0.76% 27
2025
Q3 		$827K Buy
9,467
+402
+4% +$34.2K 0.64% 30
2025
Q2 		$757K Buy
+9,065
New +$719K 0.64% 31

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Bulwark Capital's IEFA Position: Q2 2026 in Review

Bulwark Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 72% in Q2 2026, selling an estimated $823K and leaving 3,275 shares worth $316K. The position accounts for 0.18% of the portfolio, ranked #47.

Bulwark Capital first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q1 2026. 1,337 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Bulwark Capital held 3,275 shares of iShares Core MSCI EAFE ETF worth $316K as of Q2 2026.
  • Bulwark Capital sold 8,565 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $823K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Bulwark Capital's portfolio in Q2 2026, its #47 holding.
  • Bulwark Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's iShares Core MSCI EAFE ETF position peaked at $1.07M in Q1 2026.
  • 1,337 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.