Financial Gravity Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Gravity Asset 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	$390K	Hold	4,308	–	–	0.07%	119
2025 Q4	$385K	Sell	4,308 -2,759	-39%	-$244K	0.07%	95
2025 Q3	$617K	Buy	+7,067	New	+$600K	0.12%	81
2025 Q1	$408K	Buy	+5,394	New	+$403K	0.09%	108
2024 Q2	$673K	Sell	9,267 -5,641	-38%	-$415K	0.17%	74
2024 Q1	$1.05M	Hold	14,908	–	–	0.3%	64
2023 Q4	$1.05M	Buy	+14,908	New	+$983K	0.29%	64
2019 Q4	$84K	Buy	1,310 +1,023	+356%	+$64.9K	0.06%	398
2019 Q3	$18K	Buy	287 +284	+9,467%	+$17.1K	0.02%	478
2019 Q2	$0	Hold	3	–	–	﹤0.01%	1431
2019 Q1	$0	Buy	+3	New	+$177	﹤0.01%	1419
2018 Q3	$31K	Sell	534 -1	-0.2%	-$64	0.03%	418
2018 Q2	$34K	Buy	535 +4	+0.8%	+$265	0.03%	401
2018 Q1	$35K	Buy	+531	New	+$35.7K	0.04%	428

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Financial Gravity Asset Management's IEFA Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 4,308 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #119.

Financial Gravity Asset Management first reported a position in IEFA in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.05M in Q1 2024. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Financial Gravity Asset Management held 4,308 shares of iShares Core MSCI EAFE ETF worth $390K as of Q1 2026.
Financial Gravity Asset Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.07% of Financial Gravity Asset Management's portfolio in Q1 2026, its #119 holding.
Financial Gravity Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's iShares Core MSCI EAFE ETF position peaked at $1.05M in Q1 2024.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.