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Gilpin Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gilpin Wealth Management’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
Q3 		$1.29M Sell
13,320
-200
-1% -$19.7K 0.87% 32
2026
Q2 		$1.31M Sell
13,520
-110
-0.8% -$10.6K 0.9% 32
2026
Q1 		$1.23M Sell
13,630
-55
-0.4% -$5.13K 0.98% 31
2025
Q4 		$1.22M Buy
+13,685
New +$1.21M 0.97% 31

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gilpin Wealth Management's IEFA Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q3 2026, selling an estimated $19.7K and leaving 13,320 shares worth $1.29M. The position accounts for 0.87% of the portfolio, ranked #32.

Gilpin Wealth Management first reported a position in IEFA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q2 2026. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Gilpin Wealth Management held 13,320 shares of iShares Core MSCI EAFE ETF worth $1.29M as of Q3 2026.
  • Gilpin Wealth Management sold 200 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $19.7K.
  • iShares Core MSCI EAFE ETF made up 0.87% of Gilpin Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Gilpin Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.31M in Q2 2026.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.