Gray Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gray Private Wealth’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	$626K	Buy	6,477 +765	+13%	+$73.5K	0.27%	23
2026 Q1	$517K	Buy	5,712 +439	+8%	+$41K	0.26%	25
2025 Q4	$472K	Buy	5,273 +242	+5%	+$21.4K	0.23%	27
2025 Q3	$439K	Sell	5,031 -111	-2%	-$9.43K	0.22%	28
2025 Q2	$429K	Sell	5,142 -2,332	-31%	-$185K	0.23%	27
2025 Q1	$565K	Buy	7,474 +913	+14%	+$68.3K	0.34%	22
2024 Q4	$461K	Buy	6,561 +2,866	+78%	+$211K	0.27%	23
2024 Q3	$288K	Hold	3,695	–	–	0.17%	28
2024 Q2	$268K	Sell	3,695 -152	-4%	-$11.2K	0.17%	29
2024 Q1	$286K	Buy	+3,847	New	+$274K	0.19%	27

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

Gray Private Wealth's IEFA Position: Q2 2026 in Review

Gray Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, buying an estimated $73.5K and bringing the position to 6,477 shares worth $626K. The position accounts for 0.27% of the portfolio, ranked #23.

Gray Private Wealth first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,443 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Gray Private Wealth held 6,477 shares of iShares Core MSCI EAFE ETF worth $626K as of Q2 2026.
Gray Private Wealth bought 765 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $73.5K.
iShares Core MSCI EAFE ETF made up 0.27% of Gray Private Wealth's portfolio in Q2 2026, its #23 holding.
Gray Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,443 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.