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GDS Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GDS Wealth Management’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 		$1.21M Buy
12,569
+718
+6% +$69K 0.06% 91
2026
Q1 		$1.07M Sell
11,851
-964
-8% -$90K 0.06% 87
2025
Q4 		$1.15M Buy
12,815
+281
+2% +$24.8K 0.07% 89
2025
Q3 		$1.09M Buy
12,534
+84
+0.7% +$7.14K 0.07% 92
2025
Q2 		$1.04M Buy
12,450
+402
+3% +$31.9K 0.08% 91
2025
Q1 		$911K Buy
12,048
+558
+5% +$41.7K 0.08% 92
2024
Q4 		$808K Buy
11,490
+1,296
+13% +$95.6K 0.07% 94
2024
Q3 		$796K Hold
10,194
– – 0.08% 78
2024
Q2 		$740K Sell
10,194
-437
-4% -$32.2K 0.08% 70
2024
Q1 		$789K Sell
10,631
-2,094
-16% -$149K 0.09% 68
2023
Q4 		$895K Sell
12,725
-1,000
-7% -$65.9K 0.12% 60
2023
Q3 		$883K Sell
13,725
-583
-4% -$39K 0.14% 55
2023
Q2 		$966K Sell
14,308
-1,103
-7% -$74.8K 0.16% 59
2023
Q1 		$1.03M Sell
15,411
-2,273
-13% -$149K 0.18% 52
2022
Q4 		$1.09M Sell
17,684
-2,045
-10% -$120K 0.21% 54
2022
Q3 		$1.04M Sell
19,729
-3,465
-15% -$204K 0.23% 52
2022
Q2 		$1.36M Sell
23,194
-393,912
-94% -$25.3M 0.31% 52
2022
Q1 		$28.2M Buy
417,106
+26,323
+7% +$1.86M 6.21% 3
2021
Q4 		$29.2M Buy
+390,783
New +$29.4M 6.52% 3

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

GDS Wealth Management's IEFA Position: Q2 2026 in Review

GDS Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.1% in Q2 2026, buying an estimated $69K and bringing the position to 12,569 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #91.

GDS Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.2M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • GDS Wealth Management held 12,569 shares of iShares Core MSCI EAFE ETF worth $1.21M as of Q2 2026.
  • GDS Wealth Management bought 718 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $69K.
  • iShares Core MSCI EAFE ETF made up 0.06% of GDS Wealth Management's portfolio in Q2 2026, its #91 holding.
  • GDS Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's iShares Core MSCI EAFE ETF position peaked at $29.2M in Q4 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.