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 Q2	$1.18M	Sell	12,176 -86	-0.7%	-$8.26K	0.32%	51
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 $1.55T 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

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

Graybill Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.7% in Q2 2026, selling an estimated $8.26K and leaving 12,176 shares worth $1.18M. The position accounts for 0.32% of the portfolio, ranked #51.

Graybill Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 12 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Graybill Wealth Management held 12,176 shares of iShares Core MSCI EAFE ETF worth $1.18M as of Q2 2026.
Graybill Wealth Management sold 86 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.26K.
iShares Core MSCI EAFE ETF made up 0.32% of Graybill Wealth Management's portfolio in Q2 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 12 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.