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Burney Company’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Burney Company’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 		$574K Buy
5,947
+1,052
+21% +$101K 0.02% 444
2026
Q1 		$443K Buy
4,895
+241
+5% +$22.5K 0.01% 449
2025
Q4 		$416K Buy
4,654
+1,016
+28% +$89.8K 0.01% 465
2025
Q3 		$318K Buy
3,638
+501
+16% +$42.6K 0.01% 492
2025
Q2 		$262K Sell
3,137
-932
-23% -$74K 0.01% 512
2025
Q1 		$308K Buy
4,069
+618
+18% +$46.2K 0.01% 495
2024
Q4 		$243K Buy
3,451
+12
+0.3% +$885 0.01% 547
2024
Q3 		$268K Sell
3,439
-682
-17% -$51.1K 0.01% 535
2024
Q2 		$299K Sell
4,121
-91
-2% -$6.7K 0.01% 515
2024
Q1 		$313K Buy
4,212
+540
+15% +$38.4K 0.01% 517
2023
Q4 		$258K Buy
3,672
+316
+9% +$20.8K 0.01% 522
2023
Q3 		$216K Hold
3,356
– – 0.01% 533
2023
Q2 		$227K Hold
3,356
– – 0.01% 531
2023
Q1 		$224K Buy
+3,356
New +$220K 0.01% 526
2022
Q2 		– Sell
-3,079
Closed -$214K – 555
2022
Q1 		$214K Sell
3,079
-506
-14% -$35.8K 0.01% 554
2021
Q4 		$268K Buy
+3,585
New +$269K 0.01% 517
2020
Q4 		– Sell
-3,569
Closed -$215K – 536
2020
Q3 		$215K Buy
+3,569
New +$215K 0.01% 463

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Burney Company's IEFA Position: Q2 2026 in Review

Burney Company increased its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q2 2026, buying an estimated $101K and bringing the position to 5,947 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #444.

Burney Company first reported a position in IEFA in Q3 2020 and has held it in 17 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Burney Company held 5,947 shares of iShares Core MSCI EAFE ETF worth $574K as of Q2 2026.
  • Burney Company bought 1,052 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $101K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Burney Company's portfolio in Q2 2026, its #444 holding.
  • Burney Company first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 17 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.