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Global Strategic Investment Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Global Strategic Investment Solutions’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 		$110M Sell
1,136,642
-2,701
-0.2% -$259K 9.73% 1
2026
Q1 		$103M Buy
1,139,343
+1,825
+0.2% +$170K 10.05% 1
2025
Q4 		$102M Sell
1,137,518
-3,984
-0.3% -$352K 9.95% 1
2025
Q3 		$99.7M Sell
1,141,502
-4,974
-0.4% -$423K 9.95% 1
2025
Q2 		$95.7M Sell
1,146,476
-32,721
-3% -$2.6M 10.23% 1
2025
Q1 		$89.2M Sell
1,179,197
-93,956
-7% -$7.03M 10.32% 1
2024
Q4 		$89.5M Sell
1,273,153
-121,619
-9% -$8.97M 10.46% 1
2024
Q3 		$109M Buy
1,394,772
+99,618
+8% +$7.46M 12.72% 1
2024
Q2 		$94.1M Sell
1,295,154
-72,652
-5% -$5.35M 11.37% 1
2024
Q1 		$102M Sell
1,367,806
-73,552
-5% -$5.24M 11.78% 1
2023
Q4 		$101M Sell
1,441,358
-10,610
-0.7% -$699K 12.43% 1
2023
Q3 		$93.4M Sell
1,451,968
-8,653
-0.6% -$579K 12.04% 1
2023
Q2 		$98.6M Buy
1,460,621
+205,184
+16% +$13.9M 12.3% 1
2023
Q1 		$83.9M Sell
1,255,437
-3,118,375
-71% -$204M 12.02% 1
2022
Q4 		$270M Sell
4,373,812
-3,016,264
-41% -$178M 17.88% 2
2022
Q3 		$389M Buy
7,390,076
+3,248,803
+78% +$191M 18.68% 2
2022
Q2 		$244M Buy
4,141,273
+215,947
+6% +$13.9M 17.54% 2
2022
Q1 		$273M Buy
3,925,326
+2,696,574
+219% +$191M 17.06% 2
2021
Q4 		$91.7M Sell
1,228,752
-10,448
-0.8% -$785K 14.65% 1
2021
Q3 		$92M Buy
1,239,200
+62,415
+5% +$4.75M 15.53% 1
2021
Q2 		$88.1M Buy
1,176,785
+391,068
+50% +$29.5M 14.81% 1
2021
Q1 		$56.6M Buy
785,717
+595,475
+313% +$42.6M 10.37% 1
2020
Q4 		$13.1M Hold
190,242
– – 2.97% 12
2020
Q3 		$11.5M Buy
190,242
+368
+0.2% +$22.2K 2.91% 12
2020
Q2 		$10.9M Buy
189,874
+36,285
+24% +$1.97M 3.03% 12
2020
Q1 		$7.66M Buy
153,589
+125,706
+451% +$7.48M 2.86% 14
2019
Q4 		$1.82M Buy
27,883
+333
+1% +$21.1K 0.65% 19
2019
Q3 		$1.68M Sell
27,550
-51,008
-65% -$3.08M 0.66% 19
2019
Q2 		$4.5M Buy
+78,558
New +$4.81M 2.28% 15
2019
Q1 		– Sell
-1,353
Closed -$74K – 57
2018
Q4 		$74K Buy
+1,353
New +$79.4K 0.06% 53

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 Strategic Investment Solutions's IEFA Position: Q2 2026 in Review

Global Strategic Investment Solutions reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.24% in Q2 2026, selling an estimated $259K and leaving 1,136,642 shares worth $110M. The position accounts for 9.73% of the portfolio, ranked #1.

Global Strategic Investment Solutions first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $389M in Q3 2022. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Global Strategic Investment Solutions held 1,136,642 shares of iShares Core MSCI EAFE ETF worth $110M as of Q2 2026.
  • Global Strategic Investment Solutions sold 2,701 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $259K.
  • iShares Core MSCI EAFE ETF made up 9.73% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #1 holding.
  • Global Strategic Investment Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Global Strategic Investment Solutions's iShares Core MSCI EAFE ETF position peaked at $389M in Q3 2022.
  • 2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.