North Berkeley Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

North Berkeley Wealth Management’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	$7.43M	Buy	76,889 +37,563	+96%	+$3.61M	3%	15
2026 Q1	$3.56M	Buy	39,326 +25,808	+191%	+$2.41M	1.88%	18
2025 Q4	$1.21M	Buy	13,518 +8,215	+155%	+$726K	0.71%	28
2025 Q3	$463K	Buy	5,303 +2,155	+68%	+$183K	0.37%	38
2025 Q2	$263K	Buy	+3,148	New	+$250K	0.24%	55

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

North Berkeley Wealth Management's IEFA Position: Q2 2026 in Review

North Berkeley Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 96% in Q2 2026, buying an estimated $3.61M and bringing the position to 76,889 shares worth $7.43M. The position accounts for 3% of the portfolio, ranked #15.

North Berkeley Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

North Berkeley Wealth Management held 76,889 shares of iShares Core MSCI EAFE ETF worth $7.43M as of Q2 2026.
North Berkeley Wealth Management bought 37,563 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.61M.
iShares Core MSCI EAFE ETF made up 3% of North Berkeley Wealth Management's portfolio in Q2 2026, its #15 holding.
North Berkeley Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.