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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
Q3 		$317K Hold
3,275
– – 0.17% 50
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Bulwark Capital's IEFA Position: Q3 2026 in Review

Bulwark Capital held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 3,275 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #50.

Bulwark Capital first reported a position in IEFA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2026. 1,313 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Bulwark Capital held 3,275 shares of iShares Core MSCI EAFE ETF worth $317K as of Q3 2026.
  • Bulwark Capital left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.17% of Bulwark Capital's portfolio in Q3 2026, its #50 holding.
  • Bulwark Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
  • Bulwark Capital's iShares Core MSCI EAFE ETF position peaked at $1.07M in Q1 2026.
  • 1,313 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.