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Golden Road Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Golden Road Advisors’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 		$636K Sell
6,590
-22
-0.3% -$2.11K 0.31% 32
2026
Q1 		$599K Buy
6,612
+256
+4% +$23.9K 0.34% 29
2025
Q4 		$569K Buy
6,356
+91
+1% +$8.05K 0.32% 28
2025
Q3 		$547K Buy
6,265
+1
+0% +$85 0.32% 30
2025
Q2 		$523K Buy
6,264
+800
+15% +$63.5K 0.35% 26
2025
Q1 		$413K Hold
5,464
– – 0.32% 24
2024
Q4 		$384K Buy
5,464
+52
+1% +$3.84K 0.29% 28
2024
Q3 		$422K Buy
5,412
+133
+3% +$9.96K 0.33% 24
2024
Q2 		$389K Sell
5,279
-38
-0.7% -$2.8K 0.32% 27
2024
Q1 		$395K Sell
5,317
-318
-6% -$22.6K 0.33% 24
2023
Q4 		$396K Buy
+5,635
New +$371K 0.38% 22

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

Golden Road Advisors's IEFA Position: Q2 2026 in Review

Golden Road Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.33% in Q2 2026, selling an estimated $2.11K and leaving 6,590 shares worth $636K. The position accounts for 0.31% of the portfolio, ranked #32.

Golden Road Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,441 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Golden Road Advisors held 6,590 shares of iShares Core MSCI EAFE ETF worth $636K as of Q2 2026.
  • Golden Road Advisors sold 22 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.11K.
  • iShares Core MSCI EAFE ETF made up 0.31% of Golden Road Advisors's portfolio in Q2 2026, its #32 holding.
  • Golden Road Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,441 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.