GGM Financials’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GGM Financials’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	$6.79M	Buy	70,278 +12,104	+21%	+$1.16M	2.57%	8
2026 Q1	$5.27M	Buy	58,174 +16,773	+41%	+$1.57M	2.42%	9
2025 Q4	$3.7M	Buy	41,401 +10,176	+33%	+$900K	1.8%	10
2025 Q3	$2.73M	Buy	31,225 +5,733	+22%	+$487K	1.37%	13
2025 Q2	$2.13M	Buy	25,492 +8,894	+54%	+$706K	1.24%	13
2025 Q1	$1.26M	Buy	16,598 +3,346	+25%	+$250K	0.86%	18
2024 Q4	$931K	Buy	13,252 +4,416	+50%	+$326K	0.99%	21
2024 Q3	$690K	Sell	8,836 -1,711	-16%	-$128K	0.59%	29
2024 Q2	$766K	Buy	+10,547	New	+$776K	0.7%	25

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

GGM Financials's IEFA Position: Q2 2026 in Review

GGM Financials increased its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q2 2026, buying an estimated $1.16M and bringing the position to 70,278 shares worth $6.79M. The position accounts for 2.57% of the portfolio, ranked #8.

GGM Financials first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

GGM Financials held 70,278 shares of iShares Core MSCI EAFE ETF worth $6.79M as of Q2 2026.
GGM Financials bought 12,104 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.16M.
iShares Core MSCI EAFE ETF made up 2.57% of GGM Financials's portfolio in Q2 2026, its #8 holding.
GGM Financials first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.