Global Financial Private Client’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Global Financial Private Client’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	–	Sell	-3,927	Closed	-$328K	–	234
2025 Q2	$328K	Buy	+3,927	New	+$312K	0.12%	173
2022 Q2	–	Sell	-600	Closed	-$42.1K	–	664
2022 Q1	$42.1K	Hold	600	–	–	0.02%	281
2021 Q4	$44.8K	Buy	+600	New	+$45.1K	0.02%	276
2021 Q1	–	Sell	-322	Closed	-$22.2K	–	579
2020 Q4	$22.2K	Buy	+322	New	+$20.8K	0.02%	258
2020 Q2	–	Sell	-41,915	Closed	-$1.99M	–	524
2020 Q1	$1.99M	Sell	41,915 -319	-0.8%	-$19K	2.11%	10
2019 Q4	$2.76M	Buy	+42,234	New	+$2.68M	2.31%	8

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Global Financial Private Client's IEFA Position: Q3 2025 in Review

Global Financial Private Client sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 3,927 shares — an estimated $328K sold.

Global Financial Private Client first reported a position in IEFA in Q4 2019 and held it in 6 quarters. The position peaked at $2.76M in Q4 2019. 2,136 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Global Financial Private Client reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Global Financial Private Client sold 3,927 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $328K.
Global Financial Private Client first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 6 quarters.
Global Financial Private Client's iShares Core MSCI EAFE ETF position peaked at $2.76M in Q4 2019.
2,136 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Global Financial Private Client's 13F filing for Q3 2025, filed 21 Oct 2025.