GCP
IEFA icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gill Capital Partners's IEFA Position: Q1 2026 in Review

Gill Capital Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 1,699 shares worth $154K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings. This is a return to the name: Gill Capital Partners previously reported a position in IEFA as recently as Q3 2024.

Gill Capital Partners first reported a position in IEFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $245K in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Gill Capital Partners held 1,699 shares of iShares Core MSCI EAFE ETF worth $154K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Gill Capital Partners position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.04% of Gill Capital Partners's portfolio in Q1 2026, its #156 holding.
  • Gill Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • Gill Capital Partners's iShares Core MSCI EAFE ETF position peaked at $245K in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.