Rockbridge Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rockbridge Investment 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 Q1	$63.4M	Buy	700,828 +30,228	+5%	+$2.82M	5.7%	6
2025 Q4	$60M	Buy	670,600 +36,097	+6%	+$3.19M	5.58%	7
2025 Q3	$55.4M	Buy	634,503 +27,958	+5%	+$2.38M	5.47%	7
2025 Q2	$50.6M	Buy	606,545 +28,325	+5%	+$2.25M	5.43%	7
2025 Q1	$43.7M	Buy	578,220 +13,210	+2%	+$988K	5.18%	7
2024 Q4	$39.7M	Buy	565,010 +98,628	+21%	+$7.28M	5.09%	6
2024 Q3	$36.4M	Sell	466,382 -38,729	-8%	-$2.9M	4.71%	7
2024 Q2	$36.7M	Buy	505,111 +27,699	+6%	+$2.04M	5.2%	5
2024 Q1	$35.4M	Buy	477,412 +32,344	+7%	+$2.3M	5.19%	5
2023 Q4	$31.3M	Buy	445,068 +12,596	+3%	+$830K	4.79%	5
2023 Q3	$27.8M	Buy	432,472 +9,881	+2%	+$662K	4.92%	5
2023 Q2	$28.5M	Buy	422,591 +25,704	+6%	+$1.74M	5.02%	5
2023 Q1	$26.5M	Buy	396,887 +25,725	+7%	+$1.69M	4.89%	5
2022 Q4	$22.9M	Sell	371,162 -10,599	-3%	-$624K	4.64%	5
2022 Q3	$20.1M	Buy	381,761 +29,187	+8%	+$1.72M	4.74%	5
2022 Q2	$20.7M	Buy	352,574 +27,687	+9%	+$1.78M	4.51%	5
2022 Q1	$22.8M	Buy	324,887 +39,773	+14%	+$2.81M	3.51%	5
2021 Q4	$21.3M	Buy	285,114 +27,859	+11%	+$2.09M	3.13%	5
2021 Q3	$19.1M	Buy	257,255 +28,845	+13%	+$2.19M	3.16%	7
2021 Q2	$17.1M	Buy	228,410 +28,956	+15%	+$2.19M	2.9%	8
2021 Q1	$14.4M	Buy	199,454 +18,132	+10%	+$1.3M	2.72%	8
2020 Q4	$12.5M	Buy	181,322 +21,058	+13%	+$1.36M	2.56%	9
2020 Q3	$9.66M	Buy	160,264 +24,620	+18%	+$1.48M	2.29%	11
2020 Q2	$7.75M	Buy	+135,644	New	+$7.35M	2.01%	15

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rockbridge Investment Management's IEFA Position: Q1 2026 in Review

Rockbridge Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q1 2026, buying an estimated $2.82M and bringing the position to 700,828 shares worth $63.4M. The position accounts for 5.7% of the portfolio, ranked #6.

Rockbridge Investment Management first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Rockbridge Investment Management held 700,828 shares of iShares Core MSCI EAFE ETF worth $63.4M as of Q1 2026.
Rockbridge Investment Management bought 30,228 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.82M.
iShares Core MSCI EAFE ETF made up 5.7% of Rockbridge Investment Management's portfolio in Q1 2026, its #6 holding.
Rockbridge Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.