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Newbridge Financial Services Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Newbridge Financial Services Group’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 		$2.7K Buy
+28
New +$2.69K ﹤0.01% 1041
2025
Q3 		– Sell
-121
Closed -$10.1K – 1333
2025
Q2 		$10.1K Sell
121
-67
-36% -$5.32K ﹤0.01% 879
2025
Q1 		$14.2K Sell
188
-260
-58% -$19.4K ﹤0.01% 621
2024
Q4 		$31.5K Sell
448
-12
-3% -$885 0.01% 514
2024
Q3 		$35.9K Sell
460
-46
-9% -$3.44K 0.01% 300
2024
Q2 		$36.7K Sell
506
-1,582
-76% -$116K 0.01% 438
2024
Q1 		$155K Sell
2,088
-1,157
-36% -$82.4K 0.07% 230
2023
Q4 		$228K Sell
3,245
-277
-8% -$18.3K 0.11% 173
2023
Q3 		$227K Sell
3,522
-27
-0.8% -$1.81K 0.11% 177
2023
Q2 		$240K Buy
3,549
+66
+2% +$4.48K 0.12% 180
2023
Q1 		$233K Sell
3,483
-887
-20% -$58.1K 0.12% 166
2022
Q4 		$269K Sell
4,370
-224
-5% -$13.2K 0.16% 137
2022
Q3 		$242K Sell
4,594
-367
-7% -$21.6K 0.14% 159
2022
Q2 		$292K Sell
4,961
-599
-11% -$38.4K 0.18% 117
2022
Q1 		$386K Sell
5,560
-623
-10% -$44.1K 0.19% 110
2021
Q4 		$461K Buy
6,183
+1,540
+33% +$116K 0.22% 96
2021
Q3 		$345K Sell
4,643
-425
-8% -$32.3K 0.22% 107
2021
Q2 		$379K Buy
5,068
+2,956
+140% +$223K 0.23% 100
2021
Q1 		$152K Buy
2,112
+1,106
+110% +$79K 0.11% 199
2020
Q4 		$70K Buy
1,006
+545
+118% +$35.2K 0.06% 262
2020
Q3 		$28K Buy
+461
New +$27.8K 0.03% 423

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

Newbridge Financial Services Group's IEFA Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 28 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in IEFA as recently as Q2 2025.

Newbridge Financial Services Group first reported a position in IEFA in Q3 2020 and has held it in 21 quarters since. The position peaked at $461K in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Newbridge Financial Services Group held 28 shares of iShares Core MSCI EAFE ETF worth $2.7K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Newbridge Financial Services Group position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1041 holding.
  • Newbridge Financial Services Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's iShares Core MSCI EAFE ETF position peaked at $461K in Q4 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.