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Gries Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gries Financial’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
2025
Q3 		$1.48M Buy
17,007
+12,779
+302% +$1.09M 0.23% 99
2025
Q2 		$353K Sell
4,228
-47
-1% -$3.73K 0.06% 203
2025
Q1 		$323K Sell
4,275
-239
-5% -$17.9K 0.06% 201
2024
Q4 		$317K Buy
4,514
+11
+0.2% +$811 0.06% 211
2024
Q3 		$351K Buy
4,503
+53
+1% +$3.97K 0.07% 188
2024
Q2 		$323K Sell
4,450
-83
-2% -$6.11K 0.07% 181
2024
Q1 		$336K Sell
4,533
-45
-1% -$3.2K 0.06% 211
2023
Q4 		$322K Sell
4,578
-423
-8% -$27.9K 0.07% 164
2023
Q3 		$322K Sell
5,001
-152
-3% -$10.2K 0.09% 145
2023
Q2 		$348K Buy
5,153
+839
+19% +$56.9K 0.1% 134
2023
Q1 		$288K Buy
4,314
+185
+4% +$12.1K 0.09% 146
2022
Q4 		$255K Buy
4,129
+5
+0.1% +$294 0.08% 139
2022
Q3 		$217K Sell
4,124
-410
-9% -$24.1K 0.09% 136
2022
Q2 		$267K Sell
4,534
-485
-10% -$31.1K 0.13% 109
2022
Q1 		$349K Sell
5,019
-399
-7% -$28.2K 0.13% 122
2021
Q4 		$404K Buy
5,418
+1,075
+25% +$80.8K 0.17% 118
2021
Q3 		$322K Buy
4,343
+1,276
+42% +$97.1K 0.1% 128
2021
Q2 		$234K Sell
3,067
-630
-17% -$47.6K 0.08% 154
2021
Q1 		$275K Buy
+3,697
New +$264K 0.09% 143

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gries Financial's IEFA Position: Q3 2025 in Review

Gries Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 302% in Q3 2025, buying an estimated $1.09M and bringing the position to 17,007 shares worth $1.48M. The position accounts for 0.23% of the portfolio, ranked #99.

Gries Financial first reported a position in IEFA in Q1 2021 and has held it in 19 quarters since. 2,136 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Gries Financial held 17,007 shares of iShares Core MSCI EAFE ETF worth $1.48M as of Q3 2025.
  • Gries Financial bought 12,779 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $1.09M.
  • iShares Core MSCI EAFE ETF made up 0.23% of Gries Financial's portfolio in Q3 2025, its #99 holding.
  • Gries Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 19 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

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