GWM
IEFA icon

GSB Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GSB Wealth Management’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 		$310K Buy
3,213
+30
+0.9% +$2.88K 0.06% 190
2026
Q1 		$288K Buy
3,183
+154
+5% +$14.4K 0.07% 188
2025
Q4 		$271K Sell
3,029
-18
-0.6% -$1.59K 0.06% 187
2025
Q3 		$266K Buy
3,047
+637
+26% +$54.1K 0.06% 199
2025
Q2 		$201K Buy
2,410
+1,816
+306% +$144K 0.05% 222
2025
Q1 		$44.9K Sell
594
-4,773
-89% -$357K 0.01% 213
2024
Q4 		$377K Sell
5,367
-4,282
-44% -$316K 0.1% 157
2024
Q3 		$753K Sell
9,649
-470
-5% -$35.2K 0.19% 115
2024
Q2 		$735K Buy
10,119
+342
+3% +$25.2K 0.2% 111
2024
Q1 		$726K Buy
9,777
+439
+5% +$31.3K 0.2% 120
2023
Q4 		$657K Sell
9,338
-2,043
-18% -$135K 0.2% 116
2023
Q3 		$732K Buy
11,381
+444
+4% +$29.7K 0.25% 107
2023
Q2 		$738K Buy
10,937
+2,980
+37% +$202K 0.24% 113
2023
Q1 		$532K Buy
7,957
+115
+1% +$7.54K 0.17% 138
2022
Q4 		$483K Buy
7,842
+1,181
+18% +$69.5K 0.17% 139
2022
Q3 		$351K Buy
6,661
+436
+7% +$25.6K 0.13% 159
2022
Q2 		$366K Buy
6,225
+112
+2% +$7.19K 0.12% 162
2022
Q1 		$425K Buy
+6,113
New +$432K 0.12% 167

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GSB Wealth Management's IEFA Position: Q2 2026 in Review

GSB Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.94% in Q2 2026, buying an estimated $2.88K and bringing the position to 3,213 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #190.

GSB Wealth Management first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. The position peaked at $753K in Q3 2024. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • GSB Wealth Management held 3,213 shares of iShares Core MSCI EAFE ETF worth $310K as of Q2 2026.
  • GSB Wealth Management bought 30 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.88K.
  • iShares Core MSCI EAFE ETF made up 0.06% of GSB Wealth Management's portfolio in Q2 2026, its #190 holding.
  • GSB Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • GSB Wealth Management's iShares Core MSCI EAFE ETF position peaked at $753K in Q3 2024.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.