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Gries Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Gries Financial’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.47M Buy
26,498
+223
+0.8% +$20.3K 0.39% 50
2025
Q2 		$2.35M Buy
26,275
+38
+0.1% +$3.24K 0.43% 45
2025
Q1 		$2.14M Buy
26,237
+2
+0% +$161 0.42% 45
2024
Q4 		$1.98M Sell
26,235
-32
-0.1% -$2.53K 0.35% 59
2024
Q3 		$2.2M Buy
26,267
+760
+3% +$61.2K 0.41% 52
2024
Q2 		$2M Sell
25,507
-784
-3% -$62.1K 0.41% 61
2024
Q1 		$2.1M Buy
26,291
+74
+0.3% +$5.66K 0.35% 76
2023
Q4 		$1.98M Buy
26,217
+342
+1% +$24.2K 0.43% 62
2023
Q3 		$1.78M Sell
25,875
-10,643
-29% -$762K 0.48% 58
2023
Q2 		$2.65M Buy
36,518
+2,682
+8% +$195K 0.73% 29
2023
Q1 		$2.42M Buy
33,836
+4,925
+17% +$344K 0.72% 36
2022
Q4 		$1.9M Buy
28,911
+8,670
+43% +$543K 0.63% 56
2022
Q3 		$1.13M Sell
20,241
-171
-0.8% -$10.7K 0.48% 69
2022
Q2 		$1.28M Sell
20,412
-121
-0.6% -$8.23K 0.61% 53
2022
Q1 		$1.51M Buy
20,533
+182
+0.9% +$13.6K 0.56% 57
2021
Q4 		$1.6M Buy
20,351
+972
+5% +$77K 0.65% 38
2021
Q3 		$1.51M Buy
19,379
+16,415
+554% +$1.31M 0.47% 67
2021
Q2 		$238K Buy
2,964
+34
+1% +$2.7K 0.08% 152
2021
Q1 		$229K Buy
+2,930
New +$221K 0.07% 155

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gries Financial's EFA Position: Q3 2025 in Review

Gries Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.85% in Q3 2025, buying an estimated $20.3K and bringing the position to 26,498 shares worth $2.47M. The position accounts for 0.39% of the portfolio, ranked #50.

Gries Financial first reported a position in EFA in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q2 2023. 2,046 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Gries Financial held 26,498 shares of iShares MSCI EAFE ETF worth $2.47M as of Q3 2025.
  • Gries Financial bought 223 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $20.3K.
  • iShares MSCI EAFE ETF made up 0.39% of Gries Financial's portfolio in Q3 2025, its #50 holding.
  • Gries Financial first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's iShares MSCI EAFE ETF position peaked at $2.65M in Q2 2023.
  • 2,046 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.