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

Financial Gravity Companies’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	$396K	Buy	+4,105	New	+$394K	0.06%	118
2025 Q2	$487K	Buy	+5,835	New	+$463K	0.1%	101
2024 Q4	$296K	Sell	4,207 -190	-4%	-$14K	0.07%	120
2024 Q3	$343K	Buy	+4,397	New	+$329K	0.09%	75
2018 Q4	$0	Buy	+3	New	+$176	﹤0.01%	1444
2018 Q1	$35K	Buy	531 +40	+8%	+$2.69K	0.04%	428
2017 Q4	$34K	Buy	+491	New	+$32K	0.04%	399

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

Financial Gravity Companies's IEFA Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 4,105 shares worth $396K. The stake represents 0.06% of the portfolio and ranks #118 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IEFA as recently as Q2 2025.

Financial Gravity Companies first reported a position in IEFA in Q4 2017 and has held it in 7 quarters since. The position peaked at $487K in Q2 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Financial Gravity Companies held 4,105 shares of iShares Core MSCI EAFE ETF worth $396K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Financial Gravity Companies position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.06% of Financial Gravity Companies's portfolio in Q2 2026, its #118 holding.
Financial Gravity Companies first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares Core MSCI EAFE ETF position peaked at $487K in Q2 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.