Gould Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gould Asset 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 Q1	$461K	Hold	5,097	–	–	0.08%	115
2025 Q4	$456K	Sell	5,097 -557	-10%	-$49.3K	0.08%	116
2025 Q3	$494K	Buy	5,654 +557	+11%	+$47.3K	0.09%	110
2025 Q2	$425K	Sell	5,097 -125	-2%	-$9.92K	0.08%	111
2025 Q1	$395K	Hold	5,222	–	–	0.08%	113
2024 Q4	$367K	Hold	5,222	–	–	0.08%	117
2024 Q3	$408K	Hold	5,222	–	–	0.09%	115
2024 Q2	$379K	Hold	5,222	–	–	0.09%	111
2024 Q1	$388K	Hold	5,222	–	–	0.09%	111
2023 Q4	$367K	Buy	5,222 +50	+1%	+$3.3K	0.09%	110
2023 Q3	$333K	Sell	5,172 -310	-6%	-$20.8K	0.09%	106
2023 Q2	$370K	Hold	5,482	–	–	0.1%	97
2023 Q1	$366K	Buy	5,482 +95	+2%	+$6.23K	0.1%	96
2022 Q4	$332K	Buy	5,387 +245	+5%	+$14.4K	0.1%	112
2022 Q3	$271K	Sell	5,142 -1,410	-22%	-$82.9K	0.09%	97
2022 Q2	$386K	Sell	6,552 -505	-7%	-$32.4K	0.12%	90
2022 Q1	$491K	Buy	7,057 +80	+1%	+$5.66K	0.14%	73
2021 Q4	$521K	Buy	6,977 +3,115	+81%	+$234K	0.15%	76
2021 Q3	$287K	Hold	3,862	–	–	0.09%	103
2021 Q2	$289K	Sell	3,862 -435	-10%	-$32.8K	0.08%	122
2021 Q1	$310K	Sell	4,297 -2,448	-36%	-$175K	0.09%	107
2020 Q4	$466K	Sell	6,745 -430	-6%	-$27.8K	0.14%	76
2020 Q3	$433K	Sell	7,175 -24,155	-77%	-$1.46M	0.15%	75
2020 Q2	$1.79M	Buy	31,330 +23,945	+324%	+$1.3M	0.63%	27
2020 Q1	$368K	Sell	7,385 -1,948	-21%	-$116K	0.14%	77
2019 Q4	$609K	Buy	9,333 +1,248	+15%	+$79.2K	0.2%	63
2019 Q3	$494K	Hold	8,085	–	–	0.17%	69
2019 Q2	$496K	Hold	8,085	–	–	0.18%	67
2019 Q1	$491K	Sell	8,085 -9,445	-54%	-$557K	0.18%	67
2018 Q4	$964K	Buy	17,530 +4,435	+34%	+$260K	0.4%	37
2018 Q3	$839K	Sell	13,095 -430	-3%	-$27.4K	0.33%	46
2018 Q2	$857K	Buy	13,525 +400	+3%	+$26.5K	0.37%	41
2018 Q1	$865K	Sell	13,125 -1,240	-9%	-$83.3K	0.38%	43
2017 Q4	$949K	Buy	14,365 +45	+0.3%	+$2.93K	0.41%	41
2017 Q3	$919K	Buy	14,320 +190	+1%	+$11.9K	0.41%	39
2017 Q2	$860K	Sell	14,130 -260	-2%	-$15.7K	0.42%	39
2017 Q1	$834K	Buy	14,390 +825	+6%	+$46.4K	0.42%	39
2016 Q4	$727K	Buy	13,565 +3,755	+38%	+$202K	0.37%	39
2016 Q3	$541K	Buy	+9,810	New	+$529K	0.29%	49
2015 Q3	–	Sell	-3,480	Closed	-$203K	–	114
2015 Q2	$203K	Sell	3,480 -5,395	-61%	-$328K	0.1%	113
2015 Q1	$519K	Buy	+8,875	New	+$509K	0.26%	56

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

Gould Asset Management's IEFA Position: Q1 2026 in Review

Gould Asset Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 5,097 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #115.

Gould Asset Management first reported a position in IEFA in Q1 2015 and has held it in 41 quarters since. The position peaked at $1.79M in Q2 2020. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Gould Asset Management held 5,097 shares of iShares Core MSCI EAFE ETF worth $461K as of Q1 2026.
Gould Asset Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.08% of Gould Asset Management's portfolio in Q1 2026, its #115 holding.
Gould Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2015 and has held it in 41 quarters since.
Gould Asset Management's iShares Core MSCI EAFE ETF position peaked at $1.79M in Q2 2020.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.