Gateway Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gateway Wealth Partners’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	$5.38M	Sell	55,676 -28,209	-34%	-$2.71M	0.32%	84
2026 Q1	$7.59M	Buy	83,885 +74,122	+759%	+$6.92M	0.3%	98
2025 Q4	$873K	Buy	9,763 +4,593	+89%	+$406K	0.1%	204
2025 Q3	$451K	Buy	5,170 +339	+7%	+$28.8K	0.06%	255
2025 Q2	$403K	Sell	4,831 -242	-5%	-$19.2K	0.08%	237
2025 Q1	$384K	Sell	5,073 -6	-0.1%	-$449	0.09%	218
2024 Q4	$357K	Buy	5,079 +692	+16%	+$51.1K	0.09%	204
2024 Q3	$342K	Buy	4,387 +5	+0.1%	+$374	0.09%	195
2024 Q2	$318K	Buy	4,382 +388	+10%	+$28.6K	0.1%	192
2024 Q1	$296K	Sell	3,994 -1,063	-21%	-$75.7K	0.11%	175
2023 Q4	$356K	Buy	5,057 +278	+6%	+$18.3K	0.14%	135
2023 Q3	$308K	Buy	+4,779	New	+$320K	0.06%	191

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

Gateway Wealth Partners's IEFA Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 34% in Q2 2026, selling an estimated $2.71M and leaving 55,676 shares worth $5.38M. The position accounts for 0.32% of the portfolio, ranked #84.

Gateway Wealth Partners first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.59M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Gateway Wealth Partners held 55,676 shares of iShares Core MSCI EAFE ETF worth $5.38M as of Q2 2026.
Gateway Wealth Partners sold 28,209 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.71M.
iShares Core MSCI EAFE ETF made up 0.32% of Gateway Wealth Partners's portfolio in Q2 2026, its #84 holding.
Gateway Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
Gateway Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $7.59M in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.