GWN Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GWN Securities’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	$2.37M	Sell	24,511 -2,180	-8%	-$209K	0.4%	67
2026 Q1	$2.42M	Sell	26,691 -1,008	-4%	-$94.1K	0.46%	54
2025 Q4	$2.48M	Buy	27,699 +1,383	+5%	+$122K	0.5%	52
2025 Q3	$2.31M	Buy	26,316 +2,492	+10%	+$212K	0.53%	51
2025 Q2	$2M	Sell	23,824 -6,231	-21%	-$495K	0.37%	66
2025 Q1	$2.3M	Buy	30,055 +23,646	+369%	+$1.77M	0.13%	183
2024 Q4	$454K	Buy	+6,409	New	+$473K	0.12%	172

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

GWN Securities's IEFA Position: Q2 2026 in Review

GWN Securities reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.2% in Q2 2026, selling an estimated $209K and leaving 24,511 shares worth $2.37M. The position accounts for 0.4% of the portfolio, ranked #67.

GWN Securities first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

GWN Securities held 24,511 shares of iShares Core MSCI EAFE ETF worth $2.37M as of Q2 2026.
GWN Securities sold 2,180 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $209K.
iShares Core MSCI EAFE ETF made up 0.4% of GWN Securities's portfolio in Q2 2026, its #67 holding.
GWN Securities first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares Core MSCI EAFE ETF position peaked at $2.48M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.