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
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 $1.37T 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Financial Gravity Companies's IEFA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2025: 5,835 shares worth $487K. The stake represents 0.1% of the portfolio and ranks #101 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IEFA as recently as Q4 2024.

Financial Gravity Companies first reported a position in IEFA in Q4 2017 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Financial Gravity Companies held 5,835 shares of iShares Core MSCI EAFE ETF worth $487K as of Q2 2025.
iShares Core MSCI EAFE ETF was a new Financial Gravity Companies position in Q2 2025.
iShares Core MSCI EAFE ETF made up 0.1% of Financial Gravity Companies's portfolio in Q2 2025, its #101 holding.
Financial Gravity Companies first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 6 quarters since.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.