Kimelman & Baird’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kimelman & Baird’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	$52.3K	Hold	542	–	–	﹤0.01%	172
2026 Q1	$49.1K	Hold	542	–	–	﹤0.01%	172
2025 Q4	$48.5K	Hold	542	–	–	﹤0.01%	173
2025 Q3	$47.3K	Hold	542	–	–	﹤0.01%	186
2025 Q2	$45.2K	Hold	542	–	–	﹤0.01%	192
2025 Q1	$41K	Hold	542	–	–	﹤0.01%	202
2024 Q4	$38.1K	Hold	542	–	–	﹤0.01%	212
2024 Q3	$42.3K	Hold	542	–	–	﹤0.01%	205
2024 Q2	$39.4K	Buy	+542	New	+$39.9K	﹤0.01%	204

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kimelman & Baird's IEFA Position: Q2 2026 in Review

Kimelman & Baird held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 542 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Kimelman & Baird first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kimelman & Baird held 542 shares of iShares Core MSCI EAFE ETF worth $52.3K as of Q2 2026.
Kimelman & Baird left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #172 holding.
Kimelman & Baird first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.