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Gibbs Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Gibbs Wealth Management’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
2026
Q1 		$247K Buy
+2,544
New +$255K 0.03% 406
2025
Q3 		– Sell
-2,560
Closed -$229K – 341
2025
Q2 		$229K Buy
+2,560
New +$219K 0.04% 334

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gibbs Wealth Management's EFA Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 2,544 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #406 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in EFA as recently as Q2 2025.

Gibbs Wealth Management first reported a position in EFA in Q2 2025 and has held it in 2 quarters since. 2,212 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Gibbs Wealth Management held 2,544 shares of iShares MSCI EAFE ETF worth $247K as of Q1 2026.
  • iShares MSCI EAFE ETF was a new Gibbs Wealth Management position in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Gibbs Wealth Management's portfolio in Q1 2026, its #406 holding.
  • Gibbs Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,212 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.