GIA
IEFA icon

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

GHP Investment 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
2026
Q2 		$30.6M Buy
317,111
+7,597
+2% +$730K 1.13% 10
2026
Q1 		$28M Buy
309,514
+2,697
+0.9% +$252K 1.15% 9
2025
Q4 		$27.4M Buy
306,817
+3,492
+1% +$309K 1.13% 12
2025
Q3 		$26.5M Buy
303,325
+466
+0.2% +$39.6K 1.11% 12
2025
Q2 		$25.3M Buy
302,859
+7,278
+2% +$578K 1.12% 11
2025
Q1 		$22.4M Buy
295,581
+2,442
+0.8% +$183K 1.07% 11
2024
Q4 		$20.6M Buy
293,139
+20,018
+7% +$1.48M 0.96% 18
2024
Q3 		$21.3M Buy
273,121
+28,867
+12% +$2.16M 0.98% 15
2024
Q2 		$17.7M Buy
244,254
+10,164
+4% +$748K 0.89% 20
2024
Q1 		$17.4M Buy
234,090
+5,968
+3% +$425K 0.86% 21
2023
Q4 		$16M Buy
228,122
+9,982
+5% +$658K 0.87% 22
2023
Q3 		$13.9M Buy
218,140
+10,936
+5% +$732K 0.84% 24
2023
Q2 		$14M Buy
207,204
+40,843
+25% +$2.77M 0.82% 22
2023
Q1 		$11.1M Buy
166,361
+30,691
+23% +$2.01M 0.71% 33
2022
Q4 		$8.36M Buy
135,670
+51,969
+62% +$3.06M 0.57% 48
2022
Q3 		$4.41M Buy
83,701
+58,120
+227% +$3.42M 0.34% 110
2022
Q2 		$1.5M Buy
25,581
+8,010
+46% +$514K 0.11% 220
2022
Q1 		$1.22M Buy
17,571
+5,016
+40% +$355K 0.08% 235
2021
Q4 		$937K Buy
+12,555
New +$944K 0.07% 216

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GHP Investment Advisors's IEFA Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, buying an estimated $730K and bringing the position to 317,111 shares worth $30.6M. The position accounts for 1.13% of the portfolio, ranked #10.

GHP Investment Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 1,140 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • GHP Investment Advisors held 317,111 shares of iShares Core MSCI EAFE ETF worth $30.6M as of Q2 2026.
  • GHP Investment Advisors bought 7,597 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $730K.
  • iShares Core MSCI EAFE ETF made up 1.13% of GHP Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • GHP Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,140 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.