Grand Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Grand Wealth 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	$467K	Hold	5,156	–	–	0.22%	25
2025 Q4	$461K	Hold	5,156	–	–	0.21%	24
2025 Q3	$450K	Sell	5,156 -1,490	-22%	-$127K	0.22%	25
2025 Q2	$555K	Sell	6,646 -428	-6%	-$34K	0.29%	25
2025 Q1	$535K	Sell	7,074 -556	-7%	-$41.6K	0.29%	22
2024 Q4	$536K	Hold	7,630	–	–	0.3%	23
2024 Q3	$595K	Sell	7,630 -1,655	-18%	-$124K	0.34%	22
2024 Q2	$674K	Sell	9,285 -455	-5%	-$33.5K	0.4%	22
2024 Q1	$723K	Buy	9,740 +1	+0%	+$71	0.34%	26
2023 Q4	$685K	Sell	9,739 -135	-1%	-$8.9K	0.37%	25
2023 Q3	$635K	Buy	9,874 +638	+7%	+$42.7K	0.39%	27
2023 Q2	$623K	Hold	9,236	–	–	0.37%	27
2023 Q1	$617K	Sell	9,236 -591	-6%	-$38.7K	0.37%	27
2022 Q4	$606K	Sell	9,827 -2,962	-23%	-$174K	0.38%	27
2022 Q3	$674K	Sell	12,789 -671	-5%	-$39.5K	0.35%	26
2022 Q2	$792K	Buy	13,460 +60	+0.4%	+$3.85K	0.4%	21
2022 Q1	$931K	Hold	13,400	–	–	0.44%	20
2021 Q4	$1M	Buy	+13,400	New	+$1.01M	0.45%	19

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

Grand Wealth Management's IEFA Position: Q1 2026 in Review

Grand Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 5,156 shares worth $467K. The position accounts for 0.22% of the portfolio, ranked #25.

Grand Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Grand Wealth Management held 5,156 shares of iShares Core MSCI EAFE ETF worth $467K as of Q1 2026.
Grand Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.22% of Grand Wealth Management's portfolio in Q1 2026, its #25 holding.
Grand Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Grand Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.