Gill Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gill Capital Partners’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	$164K	Buy	1,703 +4	+0.2%	+$384	0.04%	163
2026 Q1	$154K	Buy	+1,699	New	+$159K	0.04%	156
2024 Q4	–	Sell	-3,133	Closed	-$245K	–	136
2024 Q3	$245K	Hold	3,133	–	–	0.09%	106
2024 Q2	$228K	Hold	3,133	–	–	0.09%	105
2024 Q1	$225K	Hold	3,133	–	–	0.09%	105
2023 Q4	$220K	Buy	+3,133	New	+$206K	0.09%	110

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

Gill Capital Partners's IEFA Position: Q2 2026 in Review

Gill Capital Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.24% in Q2 2026, buying an estimated $384 and bringing the position to 1,703 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #163.

Gill Capital Partners first reported a position in IEFA in Q4 2023 and has held it in 6 quarters since. The position peaked at $245K in Q3 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Gill Capital Partners held 1,703 shares of iShares Core MSCI EAFE ETF worth $164K as of Q2 2026.
Gill Capital Partners bought 4 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $384.
iShares Core MSCI EAFE ETF made up 0.04% of Gill Capital Partners's portfolio in Q2 2026, its #163 holding.
Gill Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
Gill Capital Partners's iShares Core MSCI EAFE ETF position peaked at $245K in Q3 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.