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Grandfield & Dodd’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Grandfield & Dodd’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 		$376K Hold
4,155
– – 0.02% 163
2025
Q4 		$372K Hold
4,155
– – 0.02% 162
2025
Q3 		$363K Hold
4,155
– – 0.02% 166
2025
Q2 		$347K Buy
+4,155
New +$330K 0.02% 164

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Grandfield & Dodd's IEFA Position: Q1 2026 in Review

Grandfield & Dodd held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 4,155 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #163.

Grandfield & Dodd first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Grandfield & Dodd held 4,155 shares of iShares Core MSCI EAFE ETF worth $376K as of Q1 2026.
  • Grandfield & Dodd left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Grandfield & Dodd's portfolio in Q1 2026, its #163 holding.
  • Grandfield & Dodd first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.