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Gerber LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Gerber LLC’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Hold
2,666
– – 0.13% 71
2026
Q1 		$259K Hold
2,666
– – 0.14% 71
2025
Q4 		$256K Hold
2,666
– – 0.14% 70
2025
Q3 		$249K Hold
2,666
– – 0.16% 70
2025
Q2 		$238K Hold
2,666
– – 0.17% 78
2025
Q1 		$218K Buy
2,666
+17
+0.6% +$1.37K 0.18% 80
2024
Q4 		$200K Hold
2,649
– – 0.15% 87
2024
Q3 		$222K Hold
2,649
– – 0.16% 85
2024
Q2 		$207K Hold
2,649
– – 0.16% 85
2024
Q1 		$212K Buy
+2,649
New +$203K 0.18% 90

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Gerber LLC's EFA Position: Q2 2026 in Review

Gerber LLC held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,666 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #71.

Gerber LLC first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. 1,272 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Gerber LLC held 2,666 shares of iShares MSCI EAFE ETF worth $277K as of Q2 2026.
  • Gerber LLC left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.13% of Gerber LLC's portfolio in Q2 2026, its #71 holding.
  • Gerber LLC first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.