Gilbert & Cook’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gilbert & Cook’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	$2.28M	Hold	23,632	–	–	0.26%	29
2026 Q1	$2.14M	Sell	23,632 -671	-3%	-$62.6K	0.28%	30
2025 Q4	$2.17M	Buy	24,303 +1,501	+7%	+$133K	0.27%	28
2025 Q3	$1.99M	Sell	22,802 -241	-1%	-$20.5K	0.26%	32
2025 Q2	$1.92M	Sell	23,043 -202	-0.9%	-$16K	0.26%	31
2025 Q1	$1.76M	Sell	23,245 -16	-0.1%	-$1.2K	0.26%	31
2024 Q4	$1.63M	Hold	23,261	–	–	0.23%	36
2024 Q3	$1.82M	Hold	23,261	–	–	0.25%	30
2024 Q2	$1.69M	Buy	23,261 +367	+2%	+$27K	0.25%	31
2024 Q1	$1.7M	Sell	22,894 -1,038	-4%	-$73.9K	0.23%	35
2023 Q4	$1.68M	Buy	23,932 +8,880	+59%	+$585K	0.24%	31
2023 Q3	$969K	Buy	+15,052	New	+$1.01M	0.15%	59

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gilbert & Cook's IEFA Position: Q2 2026 in Review

Gilbert & Cook held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 23,632 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #29.

Gilbert & Cook first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Gilbert & Cook held 23,632 shares of iShares Core MSCI EAFE ETF worth $2.28M as of Q2 2026.
Gilbert & Cook left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.26% of Gilbert & Cook's portfolio in Q2 2026, its #29 holding.
Gilbert & Cook first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.