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Goelzer Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Goelzer Investment Management’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 		$1.1M Sell
11,342
-980
-8% -$94.1K 0.05% 172
2026
Q1 		$1.12M Buy
12,322
+6,245
+103% +$583K 0.05% 166
2025
Q4 		$544K Sell
6,077
-41
-0.7% -$3.63K 0.03% 211
2025
Q3 		$534K Sell
6,118
-6,599
-52% -$561K 0.03% 186
2025
Q2 		$1.06M Buy
12,717
+1,112
+10% +$88.3K 0.06% 149
2025
Q1 		$878K Buy
11,605
+2,071
+22% +$155K 0.05% 152
2024
Q4 		$670K Buy
9,534
+6,926
+266% +$511K 0.04% 160
2024
Q3 		$204K Sell
2,608
-1,460
-36% -$109K 0.01% 225
2024
Q2 		$296K Sell
4,068
-100
-2% -$7.36K 0.02% 213
2024
Q1 		$309K Buy
4,168
+1,221
+41% +$86.9K 0.02% 220
2023
Q4 		$207K Buy
+2,947
New +$194K 0.01% 226
2022
Q4 		– Sell
-4,116
Closed -$217K – 241
2022
Q3 		$217K Buy
+4,116
New +$242K 0.02% 219
2018
Q4 		– Sell
-6,415
Closed -$411K – 200
2018
Q3 		$411K Sell
6,415
-1,395
-18% -$88.9K 0.05% 176
2018
Q2 		$495K Buy
7,810
+795
+11% +$52.6K 0.06% 167
2018
Q1 		$462K Buy
7,015
+554
+9% +$37.2K 0.06% 169
2017
Q4 		$427K Buy
+6,461
New +$421K 0.05% 173

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Goelzer Investment Management's IEFA Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q2 2026, selling an estimated $94.1K and leaving 11,342 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #172.

Goelzer Investment Management first reported a position in IEFA in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.12M in Q1 2026. 950 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Goelzer Investment Management held 11,342 shares of iShares Core MSCI EAFE ETF worth $1.1M as of Q2 2026.
  • Goelzer Investment Management sold 980 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $94.1K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Goelzer Investment Management's portfolio in Q2 2026, its #172 holding.
  • Goelzer Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 16 quarters since.
  • Goelzer Investment Management's iShares Core MSCI EAFE ETF position peaked at $1.12M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.