Gentry Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gentry Private Wealth’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 Q1	$4.75M	Buy	52,510 +6,806	+15%	+$635K	2.86%	6
2025 Q4	$4.09M	Buy	45,704 +16,179	+55%	+$1.43M	2.58%	6
2025 Q3	$2.58M	Sell	29,525 -3,977	-12%	-$338K	1.8%	5
2025 Q2	$2.8M	Buy	33,502 +1,620	+5%	+$129K	2.14%	5
2025 Q1	$2.41M	Buy	+31,882	New	+$2.38M	1.98%	5
2024 Q4	–	Sell	-5,570	Closed	-$435K	–	54
2024 Q3	$435K	Buy	5,570 +444	+9%	+$33.2K	0.36%	49
2024 Q2	$372K	Buy	+5,126	New	+$377K	0.33%	57

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gentry Private Wealth's IEFA Position: Q1 2026 in Review

Gentry Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q1 2026, buying an estimated $635K and bringing the position to 52,510 shares worth $4.75M. The position accounts for 2.86% of the portfolio, ranked #6.

Gentry Private Wealth first reported a position in IEFA in Q2 2024 and has held it in 7 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Gentry Private Wealth held 52,510 shares of iShares Core MSCI EAFE ETF worth $4.75M as of Q1 2026.
Gentry Private Wealth bought 6,806 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $635K.
iShares Core MSCI EAFE ETF made up 2.86% of Gentry Private Wealth's portfolio in Q1 2026, its #6 holding.
Gentry Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.