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

GGM Wealth 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
2025
Q1 		$1.46M Buy
18,507
+1,265
+7% +$94.6K 0.81% 37
2024
Q4 		$1.21M Sell
17,242
-3,561
-17% -$263K 0.63% 40
2024
Q3 		$1.62M Buy
20,803
+2,262
+12% +$169K 0.7% 36
2024
Q2 		$1.35M Buy
18,541
+719
+4% +$52.9K 0.62% 41
2024
Q1 		$1.32M Buy
17,822
+5,699
+47% +$406K 0.61% 40
2023
Q4 		$848K Buy
12,123
+925
+8% +$61K 0.35% 56
2023
Q3 		$721K Buy
11,198
+107
+1% +$7.16K 0.31% 59
2023
Q2 		$744K Buy
11,091
+188
+2% +$12.7K 0.3% 61
2023
Q1 		$728K Sell
10,903
-504
-4% -$33K 0.42% 40
2022
Q4 		$729K Sell
11,407
-3,267
-22% -$192K 0.38% 50
2022
Q3 		$817K Buy
14,674
+292
+2% +$17.2K 0.44% 48
2022
Q2 		$830K Buy
14,382
+2,144
+18% +$138K 0.46% 46
2022
Q1 		$831K Buy
+12,238
New +$866K 0.42% 52

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

GGM Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.3% in Q1 2025, buying an estimated $94.6K and bringing the position to 18,507 shares worth $1.46M. The position accounts for 0.81% of the portfolio, ranked #37.

GGM Wealth Advisors first reported a position in IEFA in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.62M in Q3 2024. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • GGM Wealth Advisors held 18,507 shares of iShares Core MSCI EAFE ETF worth $1.46M as of Q1 2025.
  • GGM Wealth Advisors bought 1,265 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $94.6K.
  • iShares Core MSCI EAFE ETF made up 0.81% of GGM Wealth Advisors's portfolio in Q1 2025, its #37 holding.
  • GGM Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 13 quarters since.
  • GGM Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.62M in Q3 2024.
  • 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

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