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

GeoWealth 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	$5.25M	Sell	54,370 -9,047	-14%	-$869K	0.17%	77
2026 Q1	$5.74M	Buy	63,417 +4,055	+7%	+$378K	0.21%	61
2025 Q4	$5.31M	Sell	59,362 -2,580	-4%	-$228K	0.2%	69
2025 Q3	$5.41M	Buy	61,942 +27,427	+79%	+$2.33M	0.2%	67
2025 Q2	$2.88M	Buy	34,515 +14,050	+69%	+$1.12M	0.11%	106
2025 Q1	$1.55M	Sell	20,465 -582	-3%	-$43.5K	0.06%	188
2024 Q4	$1.48M	Sell	21,047 -16,848	-44%	-$1.24M	0.05%	219
2024 Q3	$2.96M	Sell	37,895 -5,155	-12%	-$386K	0.1%	145
2024 Q2	$3.13M	Buy	43,050 +1,579	+4%	+$116K	0.14%	113
2024 Q1	$3.08M	Sell	41,471 -9,445	-19%	-$672K	0.12%	131
2023 Q4	$3.58M	Sell	50,916 -1,223	-2%	-$80.6K	0.3%	77
2023 Q3	$3.36M	Sell	52,139 -1,911	-4%	-$128K	0.38%	71
2023 Q2	$3.65M	Buy	54,050 +9,794	+22%	+$664K	0.39%	50
2023 Q1	$2.96M	Sell	44,256 -2,138	-5%	-$140K	0.35%	57
2022 Q4	$2.86M	Buy	46,394 +20,045	+76%	+$1.18M	0.3%	66
2022 Q3	$1.39M	Sell	26,349 -12,543	-32%	-$738K	0.15%	98
2022 Q2	$2.29M	Sell	38,892 -68,751	-64%	-$4.41M	0.31%	74
2022 Q1	$7.48M	Sell	107,643 -1,784	-2%	-$126K	0.66%	44
2021 Q4	$8.17M	Sell	109,427 -50,329	-32%	-$3.78M	0.67%	40
2021 Q3	$11.9M	Sell	159,756 -3,394	-2%	-$258K	0.98%	23
2021 Q2	$12.2M	Buy	+163,150	New	+$12.3M	1.54%	14
2021 Q1	–	Sell	-92,855	Closed	-$6.42M	–	219
2020 Q4	$6.42M	Buy	+92,855	New	+$6M	1.03%	30
2020 Q3	–	Sell	-27,211	Closed	-$1.55M	–	175
2020 Q2	$1.55M	Buy	27,211 +79	+0.3%	+$4.28K	0.64%	47
2020 Q1	$1.35M	Buy	27,132 +1,650	+6%	+$98.2K	0.96%	33
2019 Q4	$1.66M	Buy	25,482 +19,308	+313%	+$1.22M	0.89%	40
2019 Q3	$377K	Sell	6,174 -2,600	-30%	-$157K	0.08%	124
2019 Q2	$539K	Buy	+8,774	New	+$538K	1.42%	18

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

GeoWealth Management's IEFA Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, selling an estimated $869K and leaving 54,370 shares worth $5.25M. The position accounts for 0.17% of the portfolio, ranked #77.

GeoWealth Management first reported a position in IEFA in Q2 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q2 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

GeoWealth Management held 54,370 shares of iShares Core MSCI EAFE ETF worth $5.25M as of Q2 2026.
GeoWealth Management sold 9,047 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $869K.
iShares Core MSCI EAFE ETF made up 0.17% of GeoWealth Management's portfolio in Q2 2026, its #77 holding.
GeoWealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 27 quarters since.
GeoWealth Management's iShares Core MSCI EAFE ETF position peaked at $12.2M in Q2 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.