Gradient Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gradient Capital 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	$606K	Sell	6,272 -100	-2%	-$9.61K	0.14%	95
2026 Q1	$577K	Sell	6,372 -173	-3%	-$16.1K	0.15%	96
2025 Q4	$586K	Buy	6,545 +203	+3%	+$18K	0.15%	98
2025 Q3	$554K	Hold	6,342	–	–	0.15%	97
2025 Q2	$529K	Sell	6,342 -116	-2%	-$9.21K	0.16%	98
2025 Q1	$489K	Hold	6,458	–	–	0.16%	96
2024 Q4	$454K	Sell	6,458 -6	-0.1%	-$443	0.15%	96
2024 Q3	$505K	Buy	6,464 +96	+2%	+$7.19K	0.17%	93
2024 Q2	$463K	Sell	6,368 -214	-3%	-$15.7K	0.17%	94
2024 Q1	$489K	Sell	6,582 -115	-2%	-$8.19K	0.18%	91
2023 Q4	$471K	Hold	6,697	–	–	0.18%	92
2023 Q3	$431K	Hold	6,697	–	–	0.18%	89
2023 Q2	$452K	Sell	6,697 -24	-0.4%	-$1.63K	0.18%	89
2023 Q1	$449K	Hold	6,721	–	–	0.19%	85
2022 Q4	$414K	Buy	6,721 +1	+0%	+$59	0.19%	86
2022 Q3	$354K	Hold	6,720	–	–	0.17%	92
2022 Q2	$395K	Buy	6,720 +5	+0.1%	+$321	0.19%	86
2022 Q1	$467K	Hold	6,715	–	–	0.2%	83
2021 Q4	$501K	Buy	6,715 +4	+0.1%	+$301	0.21%	79
2021 Q3	$498K	Sell	6,711 -37	-0.5%	-$2.81K	0.23%	76
2021 Q2	$505K	Sell	6,748 -203	-3%	-$15.3K	0.24%	75
2021 Q1	$501K	Hold	6,951	–	–	0.27%	71
2020 Q4	$480K	Buy	6,951 +2	+0%	+$129	0.27%	66
2020 Q3	$419K	Hold	6,949	–	–	0.26%	71
2020 Q2	$397K	Buy	+6,949	New	+$377K	0.27%	70
2020 Q1	–	Sell	-6,894	Closed	-$450K	–	93
2019 Q4	$450K	Buy	6,894 +3	+0%	+$190	0.31%	66
2019 Q3	$421K	Sell	6,891 -244	-3%	-$14.7K	0.31%	64
2019 Q2	$438K	Buy	7,135 +4	+0.1%	+$245	0.34%	59
2019 Q1	$433K	Buy	7,131 +1,067	+18%	+$63K	0.35%	57
2018 Q4	$334K	Buy	+6,064	New	+$356K	0.29%	65

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gradient Capital Advisors's IEFA Position: Q2 2026 in Review

Gradient Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, selling an estimated $9.61K and leaving 6,272 shares worth $606K. The position accounts for 0.14% of the portfolio, ranked #95.

Gradient Capital Advisors first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Gradient Capital Advisors held 6,272 shares of iShares Core MSCI EAFE ETF worth $606K as of Q2 2026.
Gradient Capital Advisors sold 100 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.61K.
iShares Core MSCI EAFE ETF made up 0.14% of Gradient Capital Advisors's portfolio in Q2 2026, its #95 holding.
Gradient Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.