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GGM Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

GGM Wealth Advisors’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
2025
Q1 		$214K Sell
2,528
-342
-12% -$27.6K 0.12% 128
2024
Q4 		$217K Buy
2,870
+10
+0.3% +$792 0.11% 128
2024
Q3 		$239K Hold
2,860
– – 0.1% 128
2024
Q2 		$224K Buy
2,860
+173
+6% +$13.7K 0.1% 127
2024
Q1 		$213K Buy
+2,687
New +$206K 0.1% 121

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGM Wealth Advisors's EFA Position: Q1 2025 in Review

GGM Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2025, selling an estimated $27.6K and leaving 2,528 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #128.

GGM Wealth Advisors first reported a position in EFA in Q1 2024 and has held it in 5 quarters since. The position peaked at $239K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • GGM Wealth Advisors held 2,528 shares of iShares MSCI EAFE ETF worth $214K as of Q1 2025.
  • GGM Wealth Advisors sold 342 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $27.6K.
  • iShares MSCI EAFE ETF made up 0.12% of GGM Wealth Advisors's portfolio in Q1 2025, its #128 holding.
  • GGM Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
  • GGM Wealth Advisors's iShares MSCI EAFE ETF position peaked at $239K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.