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IEFA icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GGM Financials's IEFA Position: Q1 2026 in Review

GGM Financials increased its iShares Core MSCI EAFE ETF (IEFA) stake by 41% in Q1 2026, buying an estimated $1.57M and bringing the position to 58,174 shares worth $5.27M. The position accounts for 2.42% of the portfolio, ranked #9.

GGM Financials first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • GGM Financials held 58,174 shares of iShares Core MSCI EAFE ETF worth $5.27M as of Q1 2026.
  • GGM Financials bought 16,773 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.57M.
  • iShares Core MSCI EAFE ETF made up 2.42% of GGM Financials's portfolio in Q1 2026, its #9 holding.
  • GGM Financials first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on GGM Financials's 13F filing for Q1 2026, filed 12 May 2026.