Global Wealth Management Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Global Wealth Management Investment 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 Q2	$21.1M	Buy	218,529 +8,788	+4%	+$844K	3%	7
2026 Q1	$19M	Buy	209,741 +8,914	+4%	+$832K	2.97%	5
2025 Q4	$18M	Buy	200,827 +11,200	+6%	+$990K	2.88%	8
2025 Q3	$16.6M	Buy	189,627 +5,845	+3%	+$497K	2.78%	8
2025 Q2	$15.3M	Buy	183,782 +16,034	+10%	+$1.27M	2.88%	6
2025 Q1	$12.7M	Buy	167,748 +24,754	+17%	+$1.85M	2.54%	7
2024 Q4	$10M	Buy	142,994 +9,548	+7%	+$704K	2.07%	14
2024 Q3	$10.4M	Buy	133,446 +4,706	+4%	+$352K	2.25%	11
2024 Q2	$9.35M	Sell	128,740 -17,406	-12%	-$1.28M	2.18%	11
2024 Q1	$10.8M	Buy	146,146 +115	+0.1%	+$8.19K	2.66%	8
2023 Q4	$10.3M	Buy	146,031 +2,514	+2%	+$166K	2.64%	8
2023 Q3	$9.24M	Buy	143,517 +7,798	+6%	+$522K	2.59%	8
2023 Q2	$9.16M	Buy	135,719 +15,865	+13%	+$1.08M	2.52%	7
2023 Q1	$8.01M	Buy	119,854 +21,663	+22%	+$1.42M	2.41%	10
2022 Q4	$6.05M	Sell	98,191 -30,505	-24%	-$1.8M	1.97%	10
2022 Q3	$6.78M	Sell	128,696 -17,582	-12%	-$1.03M	2.42%	7
2022 Q2	$8.61M	Buy	146,278 +7,871	+6%	+$505K	2.9%	2
2022 Q1	$9.62M	Buy	138,407 +12,050	+10%	+$852K	2.87%	3
2021 Q4	$9.43M	Buy	126,357 +9,407	+8%	+$707K	2.84%	6
2021 Q3	$8.68M	Buy	116,950 +12,064	+12%	+$918K	2.75%	4
2021 Q2	$7.85M	Buy	104,886 +3,379	+3%	+$255K	2.61%	7
2021 Q1	$7.31M	Buy	101,507 +2,285	+2%	+$163K	2.64%	8
2020 Q4	$6.86M	Buy	99,222 +361	+0.4%	+$23.3K	2.66%	8
2020 Q3	$5.96M	Buy	98,861 +2,072	+2%	+$125K	2.58%	8
2020 Q2	$5.53M	Buy	96,789 +1,542	+2%	+$83.6K	2.36%	8
2020 Q1	$4.75M	Buy	95,247 +13,955	+17%	+$830K	2.4%	8
2019 Q4	$5.3M	Buy	81,292 +4,017	+5%	+$255K	2.24%	9
2019 Q3	$4.72M	Buy	77,275 +8,186	+12%	+$494K	2.16%	10
2019 Q2	$4.24M	Buy	69,089 +13,819	+25%	+$847K	2.05%	9
2019 Q1	$3.36M	Buy	55,270 +5,282	+11%	+$312K	1.74%	12
2018 Q4	$2.75M	Buy	+49,988	New	+$2.93M	1.6%	10

Other funds holding IEFA

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's IEFA Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.2% in Q2 2026, buying an estimated $844K and bringing the position to 218,529 shares worth $21.1M. The position accounts for 3% of the portfolio, ranked #7.

Global Wealth Management Investment Advisory first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Global Wealth Management Investment Advisory held 218,529 shares of iShares Core MSCI EAFE ETF worth $21.1M as of Q2 2026.
Global Wealth Management Investment Advisory bought 8,788 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $844K.
iShares Core MSCI EAFE ETF made up 3% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #7 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.