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

Graybill 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	$1.11M	Sell	12,262 -243	-2%	-$22.7K	0.34%	51
2025 Q4	$1.12M	Buy	12,505 +64	+0.5%	+$5.66K	0.33%	52
2025 Q3	$1.09M	Sell	12,441 -1,241	-9%	-$105K	0.33%	51
2025 Q2	$1.14M	Sell	13,682 -191	-1%	-$15.2K	0.37%	51
2025 Q1	$1.05M	Buy	+13,873	New	+$1.04M	0.36%	51
2024 Q3	$1.01M	Buy	12,964 +54	+0.4%	+$4.04K	0.38%	47
2024 Q2	$938K	Buy	12,910 +5,841	+83%	+$430K	0.38%	47
2024 Q1	$525K	Buy	7,069 +596	+9%	+$42.4K	0.22%	48
2023 Q4	$455K	Buy	6,473 +233	+4%	+$15.4K	0.2%	50
2023 Q3	$402K	Buy	6,240 +1,298	+26%	+$86.9K	0.2%	49
2023 Q2	$334K	Buy	+4,942	New	+$335K	0.16%	48

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

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

Graybill Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, selling an estimated $22.7K and leaving 12,262 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #51.

Graybill Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Graybill Wealth Management held 12,262 shares of iShares Core MSCI EAFE ETF worth $1.11M as of Q1 2026.
Graybill Wealth Management sold 243 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $22.7K.
iShares Core MSCI EAFE ETF made up 0.34% of Graybill Wealth Management's portfolio in Q1 2026, its #51 holding.
Graybill Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 11 quarters since.
Graybill Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.14M in Q2 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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