Gallagher Fiduciary Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gallagher Fiduciary 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	$24.8M	Buy	257,232 +37,978	+17%	+$3.65M	0.82%	12
2026 Q1	$19.8M	Buy	219,254 +13,208	+6%	+$1.23M	0.77%	7
2025 Q4	$18.4M	Buy	206,046 +9,289	+5%	+$821K	0.6%	13
2025 Q3	$17.2M	Sell	196,757 -120,830	-38%	-$10.3M	0.63%	14
2025 Q2	$26.5M	Sell	317,587 -3,818	-1%	-$303K	1.03%	7
2025 Q1	$24.3M	Buy	321,405 +2,320	+0.7%	+$173K	0.8%	10
2024 Q4	$22.4M	Buy	319,085 +41,212	+15%	+$3.04M	4.39%	3
2024 Q3	$21.7M	Sell	277,873 -20,948	-7%	-$1.57M	4.39%	4
2024 Q2	$21.7M	Sell	298,821 -8,332	-3%	-$613K	4.87%	7
2024 Q1	$22.8M	Sell	307,153 -3,187	-1%	-$227K	0.81%	11
2023 Q4	$21.8M	Sell	310,340 -81,788	-21%	-$5.39M	0.75%	11
2023 Q3	$25.2M	Sell	392,128 -20,310	-5%	-$1.36M	2.22%	10
2023 Q2	$27.8M	Sell	412,438 -9,277	-2%	-$629K	2.12%	8
2023 Q1	$28.2M	Buy	+421,715	New	+$27.6M	2.33%	8

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

Gallagher Fiduciary Advisors's IEFA Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q2 2026, buying an estimated $3.65M and bringing the position to 257,232 shares worth $24.8M. The position accounts for 0.82% of the portfolio, ranked #12.

Gallagher Fiduciary Advisors first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.2M in Q1 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Gallagher Fiduciary Advisors held 257,232 shares of iShares Core MSCI EAFE ETF worth $24.8M as of Q2 2026.
Gallagher Fiduciary Advisors bought 37,978 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.65M.
iShares Core MSCI EAFE ETF made up 0.82% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #12 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's iShares Core MSCI EAFE ETF position peaked at $28.2M in Q1 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.