Gerber LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gerber LLC’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	$331K	Hold	3,426	–	–	0.16%	59
2026 Q1	$310K	Buy	3,426 +69	+2%	+$6.44K	0.17%	58
2025 Q4	$300K	Hold	3,357	–	–	0.17%	60
2025 Q3	$293K	Hold	3,357	–	–	0.18%	59
2025 Q2	$280K	Hold	3,357	–	–	0.2%	70
2025 Q1	$254K	Hold	3,357	–	–	0.21%	72
2024 Q4	$236K	Hold	3,357	–	–	0.17%	77
2024 Q3	$262K	Hold	3,357	–	–	0.19%	76
2024 Q2	$244K	Hold	3,357	–	–	0.19%	77
2024 Q1	$249K	Hold	3,357	–	–	0.21%	78
2023 Q4	$236K	Buy	+3,357	New	+$221K	0.21%	77

Other funds holding IEFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Gerber LLC's IEFA Position: Q2 2026 in Review

Gerber LLC held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,426 shares worth $331K. The position accounts for 0.16% of the portfolio, ranked #59.

Gerber LLC first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 1,414 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Gerber LLC held 3,426 shares of iShares Core MSCI EAFE ETF worth $331K as of Q2 2026.
Gerber LLC left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.16% of Gerber LLC's portfolio in Q2 2026, its #59 holding.
Gerber LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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