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Galvin Gaustad & Stein’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Galvin Gaustad & Stein’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 		$47.5M Buy
492,115
+11,050
+2% +$1.06M 3.51% 2
2026
Q1 		$43.6M Buy
481,065
+29,903
+7% +$2.79M 3.48% 2
2025
Q4 		$40.4M Sell
451,162
-582
-0.1% -$51.5K 3.15% 1
2025
Q3 		$39.4M Sell
451,744
-63,830
-12% -$5.42M 3.2% 1
2025
Q2 		$43M Buy
515,574
+33,125
+7% +$2.63M 3.71% 1
2025
Q1 		$36.5M Buy
482,449
+10,769
+2% +$805K 3.26% 1
2024
Q4 		$33.1M Sell
471,680
-41,457
-8% -$3.06M 2.97% 1
2024
Q3 		$40.1M Sell
513,137
-24,469
-5% -$1.83M 3.57% 1
2024
Q2 		$39.1M Buy
537,606
+8,714
+2% +$641K 3.63% 1
2024
Q1 		$39.3M Buy
528,892
+3,563
+0.7% +$254K 3.61% 1
2023
Q4 		$37M Buy
525,329
+17,516
+3% +$1.15M 3.46% 1
2023
Q3 		$32.7M Buy
507,813
+6,050
+1% +$405K 3.31% 1
2023
Q2 		$33.9M Buy
501,763
+19,418
+4% +$1.32M 3.28% 1
2023
Q1 		$32.2M Buy
482,345
+82,848
+21% +$5.43M 3.18% 1
2022
Q4 		$24.6M Buy
399,497
+3,162
+0.8% +$186K 2.48% 6
2022
Q3 		$20.9M Buy
396,335
+29,812
+8% +$1.75M 2.21% 10
2022
Q2 		$21.6M Buy
366,523
+12,427
+4% +$797K 2.19% 8
2022
Q1 		$24.6M Buy
354,096
+9,840
+3% +$696K 2.22% 8
2021
Q4 		$25.7M Buy
344,256
+1,374
+0.4% +$103K 2.22% 8
2021
Q3 		$25.5M Buy
342,882
+34,299
+11% +$2.61M 2.46% 6
2021
Q2 		$23.1M Buy
308,583
+1,958
+0.6% +$148K 2.2% 8
2021
Q1 		$22.1M Sell
306,625
-3,444
-1% -$246K 2.22% 5
2020
Q4 		$21.4M Buy
+310,069
New +$20.1M 2.25% 7

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

Galvin Gaustad & Stein's IEFA Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, buying an estimated $1.06M and bringing the position to 492,115 shares worth $47.5M. The position accounts for 3.51% of the portfolio, ranked #2.

Galvin Gaustad & Stein first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Galvin Gaustad & Stein held 492,115 shares of iShares Core MSCI EAFE ETF worth $47.5M as of Q2 2026.
  • Galvin Gaustad & Stein bought 11,050 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.06M.
  • iShares Core MSCI EAFE ETF made up 3.51% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #2 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.