GFS Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GFS Advisors’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
2024 Q3	–	Sell	-13,326	Closed	-$84K	–	146
2024 Q2	$84K	Buy	+13,326	New	+$981K	0.01%	160
2020 Q4	–	Sell	-6,450	Closed	-$389K	–	131
2020 Q3	$389K	Hold	6,450	–	–	0.12%	95
2020 Q2	$369K	Buy	+6,450	New	+$350K	0.11%	94
2019 Q1	–	Sell	-5,250	Closed	-$289K	–	116
2018 Q4	$289K	Buy	5,250 +1,250	+31%	+$73.3K	0.08%	102
2018 Q3	$256K	Buy	+4,000	New	+$255K	0.07%	115

Other funds holding IEFA

Bank of America

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management

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