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Annis Gardner Whiting Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-1,511
Closed -$137K – 767
2026
Q1 		$137K Sell
1,511
-702
-32% -$65.5K 0.02% 380
2025
Q4 		$198K Buy
2,213
+640
+41% +$56.6K 0.04% 292
2025
Q3 		$137K Sell
1,573
-1,235
-44% -$105K 0.03% 329
2025
Q2 		$234K Buy
2,808
+1,184
+73% +$94K 0.08% 201
2025
Q1 		$123K Sell
1,624
-29
-2% -$2.17K 0.05% 243
2024
Q4 		$116K Sell
1,653
-94
-5% -$6.93K 0.03% 260
2024
Q3 		$136K Sell
1,747
-93
-5% -$6.96K 0.04% 245
2024
Q2 		$134K Buy
1,840
+1
+0.1% +$74 0.04% 258
2024
Q1 		$136K Buy
1,839
+610
+50% +$43.4K 0.05% 232
2023
Q4 		$86.5K Hold
1,229
– – 0.04% 238
2023
Q3 		$79.1K Buy
+1,229
New +$82.3K 0.04% 240

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

Annis Gardner Whiting Capital Advisors's IEFA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 1,511 shares — an estimated $137K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IEFA in Q3 2023 and held it in 11 quarters. The position peaked at $234K in Q2 2025. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,511 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $137K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $234K in Q2 2025.
  • 2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.