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

Gryphon Financial 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	$1.46M	Buy	15,155 +694	+5%	+$66.7K	0.13%	110
2026 Q1	$1.31M	Buy	14,461 +1,663	+13%	+$155K	0.13%	101
2025 Q4	$1.14M	Buy	12,798 +1,296	+11%	+$115K	0.12%	112
2025 Q3	$1M	Buy	11,502 +1,079	+10%	+$91.7K	0.11%	114
2025 Q2	$870K	Buy	10,423 +586	+6%	+$46.5K	0.11%	121
2025 Q1	$744K	Buy	9,837 +879	+10%	+$65.7K	0.11%	124
2024 Q4	$630K	Buy	8,958 +698	+8%	+$51.5K	0.09%	131
2024 Q3	$645K	Sell	8,260 -530	-6%	-$39.7K	0.09%	142
2024 Q2	$639K	Buy	+8,790	New	+$647K	0.1%	130
2023 Q4	–	Sell	-3,710	Closed	-$239K	–	243
2023 Q3	$239K	Buy	+3,710	New	+$248K	0.06%	162
2022 Q3	–	Sell	-3,369	Closed	-$199K	–	206
2022 Q2	$199K	Sell	3,369 -90	-3%	-$5.77K	0.05%	178
2022 Q1	$240K	Sell	3,459 -8,516	-71%	-$602K	0.05%	170
2021 Q4	$894K	Buy	11,975 +6,017	+101%	+$452K	0.17%	72
2021 Q3	$442K	Buy	+5,958	New	+$453K	0.1%	117
2020 Q3	–	Sell	-689	Closed	-$39K	–	153
2020 Q2	$39K	Buy	+689	New	+$37.3K	0.01%	132
2020 Q1	–	Sell	-13,724	Closed	-$895K	–	160
2019 Q4	$895K	Buy	13,724 +5,945	+76%	+$377K	0.23%	50
2019 Q3	$475K	Hold	7,779	–	–	0.14%	83
2019 Q2	$478K	Hold	7,779	–	–	0.14%	82
2019 Q1	$473K	Sell	7,779 -2,277	-23%	-$134K	0.14%	82
2018 Q4	$553K	Buy	10,056 +3,807	+61%	+$223K	0.14%	110
2018 Q3	$400K	Sell	6,249 -1,036	-14%	-$66K	0.12%	92
2018 Q2	$462K	Sell	7,285 -75	-1%	-$4.96K	0.21%	39
2018 Q1	$485K	Sell	7,360 -404	-5%	-$27.1K	0.25%	37
2017 Q4	$513K	Buy	+7,764	New	+$506K	0.29%	34

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

Gryphon Financial Partners's IEFA Position: Q2 2026 in Review

Gryphon Financial Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.8% in Q2 2026, buying an estimated $66.7K and bringing the position to 15,155 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #110.

Gryphon Financial Partners first reported a position in IEFA in Q4 2017 and has held it in 24 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Gryphon Financial Partners held 15,155 shares of iShares Core MSCI EAFE ETF worth $1.46M as of Q2 2026.
Gryphon Financial Partners bought 694 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $66.7K.
iShares Core MSCI EAFE ETF made up 0.13% of Gryphon Financial Partners's portfolio in Q2 2026, its #110 holding.
Gryphon Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 24 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.