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

Gold 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 		$5.94M Buy
61,518
+5,983
+11% +$575K 1.61% 19
2026
Q1 		$5.03M Buy
55,535
+6,403
+13% +$598K 1.56% 20
2025
Q4 		$4.4M Buy
49,132
+7,900
+19% +$699K 1.4% 22
2025
Q3 		$3.6M Buy
41,232
+3,083
+8% +$262K 1.21% 28
2025
Q2 		$3.18M Buy
38,149
+12,144
+47% +$964K 1.2% 30
2025
Q1 		$1.97M Buy
26,005
+14,157
+119% +$1.06M 0.83% 53
2024
Q4 		$833K Buy
11,848
+50
+0.4% +$3.69K 0.35% 76
2024
Q3 		$921K Hold
11,798
– – 0.39% 73
2024
Q2 		$857K Hold
11,798
– – 0.36% 75
2024
Q1 		$876K Buy
11,798
+5,231
+80% +$372K 0.35% 75
2023
Q4 		$462K Buy
+6,567
New +$433K 0.2% 90

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

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

Gold Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, buying an estimated $575K and bringing the position to 61,518 shares worth $5.94M. The position accounts for 1.61% of the portfolio, ranked #19.

Gold Investment Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Gold Investment Management held 61,518 shares of iShares Core MSCI EAFE ETF worth $5.94M as of Q2 2026.
  • Gold Investment Management bought 5,983 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $575K.
  • iShares Core MSCI EAFE ETF made up 1.61% of Gold Investment Management's portfolio in Q2 2026, its #19 holding.
  • Gold Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.