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BWM Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BWM Planning’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
Q1 		$3.64M Hold
40,166
– – 0.96% 24
2025
Q4 		$3.59M Buy
40,166
+487
+1% +$43.1K 0.96% 24
2025
Q3 		$3.46M Hold
39,679
– – 1.03% 24
2025
Q2 		$3.31M Buy
39,679
+52
+0.1% +$4.13K 1.14% 24
2025
Q1 		$3M Hold
39,627
– – 1.27% 23
2024
Q4 		$2.78M Buy
39,627
+216
+0.5% +$15.9K 1.21% 23
2024
Q3 		$3.08M Buy
+39,411
New +$2.95M 1.36% 22

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BWM Planning's IEFA Position: Q1 2026 in Review

BWM Planning held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 40,166 shares worth $3.64M. The position accounts for 0.96% of the portfolio, ranked #24.

BWM Planning first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • BWM Planning held 40,166 shares of iShares Core MSCI EAFE ETF worth $3.64M as of Q1 2026.
  • BWM Planning left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.96% of BWM Planning's portfolio in Q1 2026, its #24 holding.
  • BWM Planning first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.