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Chris Bulman’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chris Bulman’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 		$3.12M Sell
32,352
-3,035
-9% -$292K 1.14% 20
2026
Q1 		$3.2M Sell
35,387
-2,698
-7% -$252K 1.4% 19
2025
Q4 		$3.41M Buy
38,085
+1,808
+5% +$160K 1.51% 15
2025
Q3 		$3.17M Sell
36,277
-9,799
-21% -$833K 1.59% 15
2025
Q2 		$3.85M Buy
+46,076
New +$3.66M 2.19% 13
2024
Q3 		– Sell
-695
Closed -$50.5K – 254
2024
Q2 		$50.5K Buy
+695
New +$51.1K 0.03% 214

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

Chris Bulman's IEFA Position: Q2 2026 in Review

Chris Bulman reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.6% in Q2 2026, selling an estimated $292K and leaving 32,352 shares worth $3.12M. The position accounts for 1.14% of the portfolio, ranked #20.

Chris Bulman first reported a position in IEFA in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.85M in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Chris Bulman held 32,352 shares of iShares Core MSCI EAFE ETF worth $3.12M as of Q2 2026.
  • Chris Bulman sold 3,035 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $292K.
  • iShares Core MSCI EAFE ETF made up 1.14% of Chris Bulman's portfolio in Q2 2026, its #20 holding.
  • Chris Bulman first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 6 quarters since.
  • Chris Bulman's iShares Core MSCI EAFE ETF position peaked at $3.85M in Q2 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.