GWM
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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
Q2 		$495K Sell
5,124
-32
-0.6% -$3.07K 0.21% 28
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
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

Grand Wealth Management's IEFA Position: Q2 2026 in Review

Grand Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.62% in Q2 2026, selling an estimated $3.07K and leaving 5,124 shares worth $495K. The position accounts for 0.21% of the portfolio, ranked #28.

Grand Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Grand Wealth Management held 5,124 shares of iShares Core MSCI EAFE ETF worth $495K as of Q2 2026.
  • Grand Wealth Management sold 32 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.07K.
  • iShares Core MSCI EAFE ETF made up 0.21% of Grand Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Grand Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Grand Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1M in Q4 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.