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J.L. Bainbridge & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

J.L. Bainbridge & Co’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 		$250K Sell
2,591
-700
-21% -$67.2K 0.02% 99
2026
Q1 		$298K Buy
+3,291
New +$307K 0.03% 78

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

J.L. Bainbridge & Co's IEFA Position: Q2 2026 in Review

J.L. Bainbridge & Co reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q2 2026, selling an estimated $67.2K and leaving 2,591 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #99.

J.L. Bainbridge & Co first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $298K in Q1 2026. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • J.L. Bainbridge & Co held 2,591 shares of iShares Core MSCI EAFE ETF worth $250K as of Q2 2026.
  • J.L. Bainbridge & Co sold 700 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $67.2K.
  • iShares Core MSCI EAFE ETF made up 0.02% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #99 holding.
  • J.L. Bainbridge & Co first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • J.L. Bainbridge & Co's iShares Core MSCI EAFE ETF position peaked at $298K in Q1 2026.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.