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

Gladstone Institutional Advisory’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	$20.3M	Buy	224,492 +62,407	+39%	+$5.82M	0.75%	24
2025 Q4	$14.5M	Buy	162,085 +2,096	+1%	+$185K	0.55%	38
2025 Q3	$14M	Sell	159,989 -76,402	-32%	-$6.49M	0.54%	39
2025 Q2	$19.7M	Buy	236,391 +40,400	+21%	+$3.21M	0.82%	24
2025 Q1	$14.8M	Buy	195,991 +24,907	+15%	+$1.86M	0.69%	28
2024 Q4	$12M	Buy	171,084 +34,549	+25%	+$2.55M	0.56%	35
2024 Q3	$10.7M	Buy	136,535 +6,955	+5%	+$521K	0.52%	40
2024 Q2	$9.41M	Buy	129,580 +5,320	+4%	+$391K	0.49%	39
2024 Q1	$9.22M	Sell	124,260 -15,392	-11%	-$1.1M	0.51%	40
2023 Q4	$9.82M	Buy	139,652 +4,389	+3%	+$289K	0.55%	36
2023 Q3	$8.7M	Buy	135,263 +6,655	+5%	+$446K	0.56%	35
2023 Q2	$8.68M	Sell	128,608 -11,282	-8%	-$765K	0.53%	35
2023 Q1	$9.35M	Buy	139,890 +26,642	+24%	+$1.75M	0.61%	28
2022 Q4	$6.98M	Sell	113,248 -17,498	-13%	-$1.03M	0.49%	41
2022 Q3	$6.89M	Buy	130,746 +3,158	+2%	+$186K	0.54%	34
2022 Q2	$7.51M	Sell	127,588 -25,481	-17%	-$1.63M	0.59%	28
2022 Q1	$10.6M	Buy	153,069 +45,088	+42%	+$3.19M	0.72%	21
2021 Q4	$8.06M	Buy	107,981 +17,009	+19%	+$1.28M	0.62%	34
2021 Q3	$6.75M	Buy	90,972 +18,136	+25%	+$1.38M	0.66%	34
2021 Q2	$5.45M	Buy	72,836 +6,676	+10%	+$504K	0.65%	34
2021 Q1	$4.77M	Buy	66,160 +44,261	+202%	+$3.16M	0.74%	33
2020 Q4	$1.51M	Sell	21,899 -9,222	-30%	-$596K	0.3%	77
2020 Q3	$1.88M	Sell	31,121 -15,272	-33%	-$921K	0.45%	47
2020 Q2	$2.65M	Sell	46,393 -37,510	-45%	-$2.03M	0.67%	36
2020 Q1	$4.19M	Buy	83,903 +7,350	+10%	+$437K	1.08%	24
2019 Q4	$4.99M	Buy	76,553 +4,457	+6%	+$283K	1.22%	22
2019 Q3	$4.4M	Buy	72,096 +37,224	+107%	+$2.25M	1.12%	25
2019 Q2	$2.14M	Buy	34,872 +13,994	+67%	+$857K	0.65%	37
2019 Q1	$1.27M	Buy	+20,878	New	+$1.23M	0.47%	51

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gladstone Institutional Advisory's IEFA Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 39% in Q1 2026, buying an estimated $5.82M and bringing the position to 224,492 shares worth $20.3M. The position accounts for 0.75% of the portfolio, ranked #24.

Gladstone Institutional Advisory first reported a position in IEFA in Q1 2019 and has held it in 29 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Gladstone Institutional Advisory held 224,492 shares of iShares Core MSCI EAFE ETF worth $20.3M as of Q1 2026.
Gladstone Institutional Advisory bought 62,407 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $5.82M.
iShares Core MSCI EAFE ETF made up 0.75% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #24 holding.
Gladstone Institutional Advisory first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.