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

Gitterman 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
2025 Q3	$258K	Sell	2,953 -394	-12%	-$33.5K	0.06%	101
2025 Q2	$279K	Hold	3,347	–	–	0.07%	89
2025 Q1	$253K	Buy	+3,347	New	+$250K	0.07%	87
2024 Q3	–	Sell	-3,132	Closed	-$227K	–	140
2024 Q2	$227K	Hold	3,132	–	–	0.09%	86
2024 Q1	$232K	Hold	3,132	–	–	0.09%	82
2023 Q4	$220K	Hold	3,132	–	–	0.1%	77
2023 Q3	$202K	Sell	3,132 -1,651	-35%	-$111K	0.1%	70
2023 Q2	$323K	Sell	4,783 -172	-3%	-$11.7K	0.15%	38
2023 Q1	$331K	Sell	4,955 -2,314	-32%	-$152K	0.16%	28
2022 Q4	$448K	Sell	7,269 -3,681	-34%	-$217K	0.22%	23
2022 Q3	$576K	Sell	10,950 -18,076	-62%	-$1.06M	0.59%	16
2022 Q2	$1.71M	Sell	29,026 -7,323	-20%	-$470K	1.6%	7
2022 Q1	$2.53M	Sell	36,349 -7,075	-16%	-$500K	2.03%	6
2021 Q4	$3.24M	Sell	43,424 -12,972	-23%	-$975K	2.4%	6
2021 Q3	$4.19M	Sell	56,396 -9,217	-14%	-$701K	3.36%	4
2021 Q2	$4.91M	Sell	65,613 -116,962	-64%	-$8.83M	3.98%	4
2021 Q1	$13.2M	Buy	+182,575	New	+$13M	8.48%	3

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Gitterman Wealth Management's IEFA Position: Q3 2025 in Review

Gitterman Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q3 2025, selling an estimated $33.5K and leaving 2,953 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #101.

Gitterman Wealth Management first reported a position in IEFA in Q1 2021 and has held it in 17 quarters since. The position peaked at $13.2M in Q1 2021. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Gitterman Wealth Management held 2,953 shares of iShares Core MSCI EAFE ETF worth $258K as of Q3 2025.
Gitterman Wealth Management sold 394 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $33.5K.
iShares Core MSCI EAFE ETF made up 0.06% of Gitterman Wealth Management's portfolio in Q3 2025, its #101 holding.
Gitterman Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 17 quarters since.
Gitterman Wealth Management's iShares Core MSCI EAFE ETF position peaked at $13.2M in Q1 2021.
2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.