GM Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GM Advisory Group’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 Q1	$1.14M	Sell	12,561 -89	-0.7%	-$8.31K	0.04%	159
2025 Q4	$1.13M	Buy	12,650 +421	+3%	+$37.2K	0.04%	152
2025 Q3	$1.07M	Buy	12,229 +1,720	+16%	+$146K	0.05%	143
2025 Q2	$877K	Buy	10,509 +2,326	+28%	+$185K	0.04%	154
2025 Q1	$619K	Buy	8,183 +375	+5%	+$28K	0.03%	161
2024 Q4	$549K	Buy	7,808 +1,906	+32%	+$141K	0.03%	160
2024 Q3	$461K	Buy	5,902 +1,388	+31%	+$104K	0.03%	165
2024 Q2	$328K	Buy	4,514 +50	+1%	+$3.68K	0.02%	178
2024 Q1	$331K	Hold	4,464	–	–	0.02%	178
2023 Q4	$314K	Hold	4,464	–	–	0.02%	170
2023 Q3	$287K	Hold	4,464	–	–	0.02%	161
2023 Q2	$301K	Hold	4,464	–	–	0.02%	154
2023 Q1	$298K	Hold	4,464	–	–	0.03%	150
2022 Q4	$275K	Sell	4,464 -649	-13%	-$38.2K	0.03%	144
2022 Q3	$269K	Hold	5,113	–	–	0.03%	152
2022 Q2	$301K	Hold	5,113	–	–	0.05%	140
2022 Q1	$355K	Sell	5,113 -2,490	-33%	-$176K	0.04%	147
2021 Q4	$567K	Buy	7,603 +2,490	+49%	+$187K	0.05%	123
2021 Q3	$380K	Hold	5,113	–	–	0.04%	144
2021 Q2	$383K	Buy	5,113 +649	+15%	+$49K	0.04%	143
2021 Q1	$322K	Buy	+4,464	New	+$319K	0.04%	150

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GM Advisory Group's IEFA Position: Q1 2026 in Review

GM Advisory Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.7% in Q1 2026, selling an estimated $8.31K and leaving 12,561 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #159.

GM Advisory Group first reported a position in IEFA in Q1 2021 and has held it in 21 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

GM Advisory Group held 12,561 shares of iShares Core MSCI EAFE ETF worth $1.14M as of Q1 2026.
GM Advisory Group sold 89 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.31K.
iShares Core MSCI EAFE ETF made up 0.04% of GM Advisory Group's portfolio in Q1 2026, its #159 holding.
GM Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.