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Great Diamond Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Great Diamond Partners’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 		$27.4M Buy
284,116
+1,732
+0.6% +$166K 4.72% 3
2026
Q1 		$25.6M Sell
282,384
-6,093
-2% -$569K 4.92% 3
2025
Q4 		$25.8M Sell
288,477
-105,512
-27% -$9.33M 4.97% 3
2025
Q3 		$34.4M Buy
393,989
+110,605
+39% +$9.4M 6.67% 1
2025
Q2 		$23.7M Buy
283,384
+3,064
+1% +$243K 5% 3
2025
Q1 		$21.2M Buy
280,320
+2,817
+1% +$211K 5.8% 3
2024
Q4 		$19.5M Buy
277,503
+3,443
+1% +$254K 5.04% 3
2024
Q3 		$21.4M Sell
274,060
-17,249
-6% -$1.29M 5.44% 3
2024
Q2 		$21.2M Sell
291,309
-14,002
-5% -$1.03M 4.97% 3
2024
Q1 		$22.7M Buy
305,311
+13,378
+5% +$952K 5.2% 3
2023
Q4 		$20.5M Buy
291,933
+2,712
+0.9% +$179K 5.06% 3
2023
Q3 		$18.6M Sell
289,221
-1,008
-0.3% -$67.5K 5.04% 3
2023
Q2 		$19.6M Buy
290,229
+9,388
+3% +$637K 5.17% 3
2023
Q1 		$18.8M Buy
280,841
+156,860
+127% +$10.3M 5.44% 3
2022
Q4 		$7.64M Buy
+123,981
New +$7.3M 2.35% 5
2020
Q1 		– Sell
-673
Closed -$43K – 347
2019
Q4 		$43K Buy
+673
New +$42.7K 0.02% 315

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Great Diamond Partners's IEFA Position: Q2 2026 in Review

Great Diamond Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.61% in Q2 2026, buying an estimated $166K and bringing the position to 284,116 shares worth $27.4M. The position accounts for 4.72% of the portfolio, ranked #3.

Great Diamond Partners first reported a position in IEFA in Q4 2019 and has held it in 16 quarters since. The position peaked at $34.4M in Q3 2025. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Great Diamond Partners held 284,116 shares of iShares Core MSCI EAFE ETF worth $27.4M as of Q2 2026.
  • Great Diamond Partners bought 1,732 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $166K.
  • iShares Core MSCI EAFE ETF made up 4.72% of Great Diamond Partners's portfolio in Q2 2026, its #3 holding.
  • Great Diamond Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 16 quarters since.
  • Great Diamond Partners's iShares Core MSCI EAFE ETF position peaked at $34.4M in Q3 2025.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.