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Gleason Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Gleason Group’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 		$60K Buy
577
+353
+158% +$36.3K 0.01% 129
2026
Q1 		$21.8K Hold
224
– – ﹤0.01% 150
2025
Q4 		$21.5K Sell
224
-31
-12% -$2.94K ﹤0.01% 154
2025
Q3 		$23.8K Buy
255
+35
+16% +$3.18K ﹤0.01% 139
2025
Q2 		$19.7K Buy
220
+4
+2% +$342 ﹤0.01% 146
2025
Q1 		$17.7K Sell
216
-20
-8% -$1.61K ﹤0.01% 148
2024
Q4 		$17.9K Buy
236
+3
+1% +$238 ﹤0.01% 148
2024
Q3 		$19.5K Hold
233
– – ﹤0.01% 144
2024
Q2 		$18.2K Buy
233
+4
+2% +$317 ﹤0.01% 167
2024
Q1 		$18.3K Hold
229
– – ﹤0.01% 150
2023
Q4 		$17.2K Buy
229
+3
+1% +$212 ﹤0.01% 155
2023
Q3 		$15.6K Hold
226
– – ﹤0.01% 165
2023
Q2 		$16.4K Buy
226
+4
+2% +$290 ﹤0.01% 162
2023
Q1 		$15.9K Buy
+222
New +$15.5K ﹤0.01% 157
2021
Q2 		– Sell
-27
Closed -$2K – 197
2021
Q1 		$2K Buy
+27
New +$2.03K ﹤0.01% 185

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Gleason Group's EFA Position: Q2 2026 in Review

Gleason Group increased its iShares MSCI EAFE ETF (EFA) stake by 158% in Q2 2026, buying an estimated $36.3K and bringing the position to 577 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #129.

Gleason Group first reported a position in EFA in Q1 2021 and has held it in 15 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Gleason Group held 577 shares of iShares MSCI EAFE ETF worth $60K as of Q2 2026.
  • Gleason Group bought 353 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $36.3K.
  • iShares MSCI EAFE ETF made up 0.01% of Gleason Group's portfolio in Q2 2026, its #129 holding.
  • Gleason Group first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 15 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.