GRP
IEFA icon

Global Retirement Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Global Retirement Partners’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
Q2 		$40.5M Buy
+419,080
New +$40.3M 0.62% 29
2025
Q4 		$44.2M Buy
494,531
+158,587
+47% +$14M 0.79% 17
2025
Q3 		$29.3M Buy
335,944
+4,412
+1% +$375K 0.66% 28
2025
Q2 		$27.7M Buy
+331,532
New +$26.3M 0.69% 23
2024
Q4 		$22.9M Buy
325,954
+34,386
+12% +$2.54M 0.66% 25
2024
Q3 		$22.8M Sell
291,568
-46,504
-14% -$3.48M 0.69% 24
2024
Q2 		$24.6M Buy
338,072
+32,179
+11% +$2.37M 0.77% 22
2024
Q1 		$22.7M Buy
305,893
+7,391
+2% +$526K 0.85% 19
2023
Q4 		$20.5M Buy
298,502
+17,408
+6% +$1.15M 0.86% 19
2023
Q3 		$17.6M Buy
281,094
+7,245
+3% +$485K 0.89% 19
2023
Q2 		$18.5M Buy
273,849
+18,067
+7% +$1.23M 0.9% 21
2023
Q1 		$17.4M Buy
255,782
+44,524
+21% +$2.92M 0.93% 20
2022
Q4 		$13M Buy
211,258
+50
+0% +$2.94K 0.89% 20
2022
Q3 		$11.8M Buy
211,208
+9,344
+5% +$549K 0.89% 17
2022
Q2 		$11.9M Sell
201,864
-547
-0.3% -$35.1K 0.95% 14
2022
Q1 		$13.1M Buy
+202,411
New +$14.3M 1.03% 13
2021
Q4 		– Sell
-158,543
Closed -$11.8M – 950
2021
Q3 		$11.8M Buy
158,543
+14,569
+10% +$1.11M 1.16% 13
2021
Q2 		$10.8M Buy
143,974
+13,693
+11% +$1.03M 1.1% 14
2021
Q1 		$9.39M Buy
130,281
+3,977
+3% +$284K 1.1% 15
2020
Q4 		$8.73M Buy
126,304
+24,205
+24% +$1.57M 1.09% 17
2020
Q3 		$6.16M Sell
102,099
-186,266
-65% -$11.2M 0.9% 20
2020
Q2 		$16.5M Sell
288,365
-40,141
-12% -$2.18M 2.63% 2
2020
Q1 		$16.4M Sell
328,506
-8,986
-3% -$535K 3.1% 2
2019
Q4 		$22M Buy
337,492
+14,685
+5% +$931K 3.37% 2
2019
Q3 		$19.7M Buy
322,807
+23,205
+8% +$1.4M 3.24% 2
2019
Q2 		$18.4M Buy
299,602
+36,570
+14% +$2.24M 3.52% 2
2019
Q1 		$16M Buy
263,032
+101,560
+63% +$5.99M 3.87% 2
2018
Q4 		$8.88M Sell
161,472
-31,761
-16% -$1.86M 2.27% 4
2018
Q3 		$12.4M Buy
193,233
+8,869
+5% +$565K 2.8% 2
2018
Q2 		$11.7M Buy
184,364
+9,507
+5% +$629K 2.95% 2
2018
Q1 		$11.5M Buy
174,857
+129,884
+289% +$8.73M 3.18% 2
2017
Q4 		$2.97M Buy
44,973
+10,146
+29% +$661K 0.82% 16
2017
Q3 		$2.23M Buy
34,827
+8,890
+34% +$556K 0.92% 16
2017
Q2 		$1.58M Buy
25,937
+2,705
+12% +$163K 0.74% 18
2017
Q1 		$1.35M Buy
23,232
+7,423
+47% +$417K 0.75% 16
2016
Q4 		$848K Buy
+15,809
New +$849K 0.57% 29

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Global Retirement Partners's IEFA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 419,080 shares worth $40.5M. The stake represents 0.62% of the portfolio and ranks #29 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IEFA as recently as Q4 2025.

Global Retirement Partners first reported a position in IEFA in Q4 2016 and has held it in 36 quarters since. The position peaked at $44.2M in Q4 2025. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Global Retirement Partners held 419,080 shares of iShares Core MSCI EAFE ETF worth $40.5M as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.62% of Global Retirement Partners's portfolio in Q2 2026, its #29 holding.
  • Global Retirement Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's iShares Core MSCI EAFE ETF position peaked at $44.2M in Q4 2025.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.