Great Point Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Great Point Wealth Advisors’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	$1.35M	Sell	13,937 -443	-3%	-$42.6K	0.22%	37
2026 Q1	$1.3M	Sell	14,380 -497	-3%	-$46.4K	0.24%	37
2025 Q4	$1.33M	Sell	14,877 -500	-3%	-$44.2K	0.24%	40
2025 Q3	$1.34M	Buy	+15,377	New	+$1.31M	0.25%	38
2025 Q1	$1.34M	Sell	17,669 -1,030	-6%	-$77K	0.29%	37
2024 Q4	$1.31M	Sell	18,699 -46	-0.2%	-$3.39K	0.29%	37
2024 Q3	$1.46M	Sell	18,745 -26	-0.1%	-$1.95K	0.31%	37
2024 Q2	$1.36M	Sell	18,771 -230	-1%	-$16.9K	0.31%	38
2024 Q1	$1.41M	Sell	19,001 -1,816	-9%	-$129K	0.33%	38
2023 Q4	$1.46M	Sell	20,817 -311	-1%	-$20.5K	0.38%	41
2023 Q3	$1.36M	Sell	21,128 -99	-0.5%	-$6.63K	0.41%	40
2023 Q2	$1.43M	Sell	21,227 -372	-2%	-$25.2K	0.43%	38
2023 Q1	$1.44M	Sell	21,599 -160	-0.7%	-$10.5K	0.46%	38
2022 Q4	$1.34M	Sell	21,759 -1,215	-5%	-$71.5K	0.45%	40
2022 Q3	$1.21M	Sell	22,974 -281	-1%	-$16.5K	0.45%	38
2022 Q2	$1.37M	Sell	23,255 -1,081	-4%	-$69.4K	0.49%	37
2022 Q1	$1.69M	Sell	24,336 -125	-0.5%	-$8.84K	0.53%	28
2021 Q4	$1.83M	Sell	24,461 -61	-0.2%	-$4.58K	0.56%	27
2021 Q3	$1.82M	Sell	24,522 -184	-0.7%	-$14K	0.63%	25
2021 Q2	$1.85M	Sell	24,706 -34	-0.1%	-$2.57K	0.65%	25
2021 Q1	$1.78M	Sell	24,740 -2,275	-8%	-$163K	0.68%	20
2020 Q4	$1.87M	Sell	27,015 -521	-2%	-$33.7K	0.8%	21
2020 Q3	$1.57M	Hold	27,536	–	–	0.81%	19
2020 Q2	$1.57M	Sell	27,536 -82	-0.3%	-$4.44K	0.81%	19
2020 Q1	$1.38M	Sell	27,618 -28,795	-51%	-$1.71M	1.15%	17
2019 Q4	$3.68M	Buy	56,413 +2,464	+5%	+$156K	2.28%	11
2019 Q3	$3.29M	Buy	53,949 +4,840	+10%	+$292K	2.24%	11
2019 Q2	$3.02M	Buy	49,109 +1,454	+3%	+$89.1K	2.44%	11
2019 Q1	$2.9M	Buy	47,655 +15,183	+47%	+$896K	2.46%	11
2018 Q4	$1.78M	Buy	+32,472	New	+$1.9M	1.69%	14

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Great Point Wealth Advisors's IEFA Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q2 2026, selling an estimated $42.6K and leaving 13,937 shares worth $1.35M. The position accounts for 0.22% of the portfolio, ranked #37.

Great Point Wealth Advisors first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.68M in Q4 2019. 825 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Great Point Wealth Advisors held 13,937 shares of iShares Core MSCI EAFE ETF worth $1.35M as of Q2 2026.
Great Point Wealth Advisors sold 443 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $42.6K.
iShares Core MSCI EAFE ETF made up 0.22% of Great Point Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Great Point Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
Great Point Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $3.68M in Q4 2019.
825 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.