Gladstone Institutional Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Gladstone Institutional Advisory’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.27M	Buy	21,894 +3,692	+20%	+$380K	0.07%	270
2026 Q1	$1.77M	Buy	18,202 +170	+0.9%	+$17K	0.07%	281
2025 Q4	$1.73M	Sell	18,032 -61	-0.3%	-$5.79K	0.07%	268
2025 Q3	$1.69M	Buy	18,093 +619	+4%	+$56.3K	0.07%	271
2025 Q2	$1.56M	Buy	17,474 +961	+6%	+$82K	0.06%	276
2025 Q1	$1.35M	Sell	16,513 -874	-5%	-$70.4K	0.06%	283
2024 Q4	$1.31M	Sell	17,387 -345	-2%	-$27.3K	0.06%	290
2024 Q3	$1.48M	Sell	17,732 -261	-1%	-$21K	0.07%	266
2024 Q2	$1.41M	Buy	17,993 +297	+2%	+$23.5K	0.07%	266
2024 Q1	$1.41M	Sell	17,696 -1,597	-8%	-$122K	0.08%	260
2023 Q4	$1.45M	Sell	19,293 -33,511	-63%	-$2.37M	0.08%	240
2023 Q3	$3.64M	Sell	52,804 -1,311	-2%	-$93.9K	0.24%	110
2023 Q2	$3.92M	Buy	54,115 +34,894	+182%	+$2.53M	0.24%	113
2023 Q1	$1.37M	Sell	19,221 -3,530	-16%	-$247K	0.09%	239
2022 Q4	$1.49M	Buy	22,751 +2,978	+15%	+$187K	0.11%	225
2022 Q3	$1.11M	Buy	19,773 +673	+4%	+$41.9K	0.09%	251
2022 Q2	$1.19M	Sell	19,100 -47	-0.2%	-$3.2K	0.09%	241
2022 Q1	$1.41M	Buy	19,147 +11,953	+166%	+$894K	0.1%	235
2021 Q4	$566K	Buy	7,194 +1,955	+37%	+$155K	0.04%	355
2021 Q3	$409K	Buy	5,239 +74	+1%	+$5.92K	0.04%	373
2021 Q2	$407K	Buy	5,165 +1	+0%	+$79	0.05%	332
2021 Q1	$392K	Sell	5,164 -457	-8%	-$34.4K	0.06%	274
2020 Q4	$410K	Sell	5,621 -7	-0.1%	-$479	0.08%	182
2020 Q3	$358K	Sell	5,628 -699	-11%	-$44.7K	0.09%	179
2020 Q2	$385K	Sell	6,327 -495	-7%	-$28.6K	0.1%	153
2020 Q1	$365K	Buy	6,822 +6	+0.1%	+$381	0.09%	167
2019 Q4	$473K	Sell	6,816 -933	-12%	-$63K	0.12%	145
2019 Q3	$505K	Buy	7,749 +4,209	+119%	+$271K	0.13%	139
2019 Q2	$233K	Sell	3,540 -761	-18%	-$49.8K	0.07%	234
2019 Q1	$279K	Sell	4,301 -1,767	-29%	-$111K	0.1%	161
2018 Q4	$357K	Buy	+6,068	New	+$379K	0.21%	112

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Gladstone Institutional Advisory's EFA Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 20% in Q2 2026, buying an estimated $380K and bringing the position to 21,894 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #270.

Gladstone Institutional Advisory first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.92M in Q2 2023. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Gladstone Institutional Advisory held 21,894 shares of iShares MSCI EAFE ETF worth $2.27M as of Q2 2026.
Gladstone Institutional Advisory bought 3,692 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $380K.
iShares MSCI EAFE ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #270 holding.
Gladstone Institutional Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
Gladstone Institutional Advisory's iShares MSCI EAFE ETF position peaked at $3.92M in Q2 2023.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.