GLOBALT Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GLOBALT Investments’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	$443K	Hold	4,592	–	–	0.02%	188
2026 Q1	$416K	Hold	4,592	–	–	0.01%	186
2025 Q4	$411K	Hold	4,592	–	–	0.02%	181
2025 Q3	$401K	Hold	4,592	–	–	0.01%	183
2025 Q2	$383K	Hold	4,592	–	–	0.01%	187
2025 Q1	$347K	Hold	4,592	–	–	0.01%	188
2024 Q4	$323K	Buy	4,592 +329	+8%	+$24.3K	0.01%	189
2024 Q3	$333K	Hold	4,263	–	–	0.01%	190
2024 Q2	$310K	Sell	4,263 -219	-5%	-$16.1K	0.01%	195
2024 Q1	$333K	Buy	4,482 +219	+5%	+$15.6K	0.01%	190
2023 Q4	$300K	Buy	+4,263	New	+$281K	0.01%	195

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

GLOBALT Investments's IEFA Position: Q2 2026 in Review

GLOBALT Investments held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,592 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #188.

GLOBALT Investments first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

GLOBALT Investments held 4,592 shares of iShares Core MSCI EAFE ETF worth $443K as of Q2 2026.
GLOBALT Investments left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #188 holding.
GLOBALT Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.