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

Litman Gregory 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
2025
Q4 		$2.59M Sell
29,006
-962
-3% -$85.1K 0.19% 56
2025
Q3 		$2.62M Sell
29,968
-35
-0.1% -$2.97K 0.19% 54
2025
Q2 		$2.5M Sell
30,003
-3,014
-9% -$239K 0.2% 53
2025
Q1 		$2.5M Sell
33,017
-524
-2% -$39.2K 0.21% 53
2024
Q4 		$2.36M Sell
33,541
-570
-2% -$42K 0.2% 49
2024
Q3 		$2.66M Buy
34,111
+4,657
+16% +$349K 0.22% 49
2024
Q2 		$2.14M Buy
29,454
+149
+0.5% +$11K 0.19% 51
2024
Q1 		$2.18M Buy
29,305
+1,295
+5% +$92.2K 0.2% 53
2023
Q4 		$1.97M Buy
28,010
+134
+0.5% +$8.83K 0.19% 54
2023
Q3 		$1.79M Sell
27,876
-621
-2% -$41.6K 0.19% 56
2023
Q2 		$1.92M Buy
28,497
+24,740
+659% +$1.68M 0.24% 34
2023
Q1 		$248K Sell
3,757
-24,365
-87% -$1.6M 0.09% 33
2022
Q4 		$1.73M Sell
28,122
-1,580
-5% -$93K 0.24% 34
2022
Q3 		$1.56M Sell
29,702
-4,022
-12% -$236K 0.25% 31
2022
Q2 		$1.99M Buy
33,724
+16
+0% +$1.03K 0.29% 38
2022
Q1 		$2.34M Sell
33,708
-1,718
-5% -$122K 0.34% 34
2021
Q4 		$2.64M Sell
35,426
-7,144
-17% -$537K 0.45% 32
2021
Q3 		$3.16M Buy
42,570
+39,353
+1,223% +$2.99M 0.6% 24
2021
Q2 		$3.22M Sell
3,217
-40,516
-93% -$3.06M 0.6% 23
2021
Q1 		$3.15M Hold
43,733
– – 0.62% 21
2020
Q4 		$3.02M Sell
43,733
-185
-0.4% -$12K 0.56% 22
2020
Q3 		$2.65M Buy
43,918
+2,153
+5% +$130K 0.55% 23
2020
Q2 		$2.39M Buy
41,765
+14,465
+53% +$784K 0.53% 23
2020
Q1 		$1.36M Buy
27,300
+27,255
+60,567% +$1.62M 0.34% 29
2019
Q4 		$3K Hold
45
– – ﹤0.01% 190
2019
Q3 		$3K Hold
45
– – ﹤0.01% 167
2019
Q2 		$3K Buy
+45
New +$2.76K ﹤0.01% 200

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Litman Gregory Wealth Management's IEFA Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q4 2025, selling an estimated $85.1K and leaving 29,006 shares worth $2.59M. The position accounts for 0.19% of the portfolio, ranked #56.

Litman Gregory Wealth Management first reported a position in IEFA in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.22M in Q2 2021. 2,347 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Litman Gregory Wealth Management held 29,006 shares of iShares Core MSCI EAFE ETF worth $2.59M as of Q4 2025.
  • Litman Gregory Wealth Management sold 962 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $85.1K.
  • iShares Core MSCI EAFE ETF made up 0.19% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #56 holding.
  • Litman Gregory Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 27 quarters since.
  • Litman Gregory Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.22M in Q2 2021.
  • 2,347 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.