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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gilbert & Cook's IEFA Position: Q1 2026 in Review

Gilbert & Cook reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q1 2026, selling an estimated $62.6K and leaving 23,632 shares worth $2.14M. The position accounts for 0.28% of the portfolio, ranked #30.

Gilbert & Cook first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Gilbert & Cook held 23,632 shares of iShares Core MSCI EAFE ETF worth $2.14M as of Q1 2026.
Gilbert & Cook sold 671 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $62.6K.
iShares Core MSCI EAFE ETF made up 0.28% of Gilbert & Cook's portfolio in Q1 2026, its #30 holding.
Gilbert & Cook first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
Gilbert & Cook's iShares Core MSCI EAFE ETF position peaked at $2.17M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.