Peapack-Gladstone Financial Corp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Peapack-Gladstone Financial Corp’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	$30.8M	Buy	318,832 +10,425	+3%	+$1M	0.35%	77
2026 Q1	$27.9M	Buy	308,407 +33,702	+12%	+$3.15M	0.36%	81
2025 Q4	$24.6M	Buy	274,705 +988	+0.4%	+$87.4K	0.31%	84
2025 Q3	$23.9M	Buy	273,717 +67,537	+33%	+$5.74M	0.31%	84
2025 Q2	$17.2M	Sell	206,180 -9,159	-4%	-$727K	0.24%	105
2025 Q1	$16.3M	Sell	215,339 -3,814	-2%	-$285K	0.24%	108
2024 Q4	$15.4M	Buy	219,153 +37,256	+20%	+$2.75M	0.22%	112
2024 Q3	$14.2M	Buy	181,897 +23,852	+15%	+$1.79M	0.2%	120
2024 Q2	$11.5M	Buy	158,045 +21,347	+16%	+$1.57M	0.18%	134
2024 Q1	$10.1M	Buy	136,698 +17,471	+15%	+$1.24M	0.16%	144
2023 Q4	$8.39M	Sell	119,227 -2,077	-2%	-$137K	0.14%	162
2023 Q3	$7.81M	Buy	121,304 +4,667	+4%	+$312K	0.14%	160
2023 Q2	$7.87M	Buy	116,637 +7,135	+7%	+$484K	0.14%	167
2023 Q1	$7.3M	Buy	109,502 +17,342	+19%	+$1.14M	0.14%	168
2022 Q4	$5.68M	Buy	92,160 +53,938	+141%	+$3.17M	0.11%	194
2022 Q3	$2.01M	Buy	38,222 +9,485	+33%	+$558K	0.04%	290
2022 Q2	$1.69M	Buy	28,737 +494	+2%	+$31.7K	0.04%	290
2022 Q1	$1.98M	Sell	28,243 -20,575	-42%	-$1.46M	0.04%	288
2021 Q4	$3.64M	Buy	48,818 +1,605	+3%	+$121K	0.07%	223
2021 Q3	$3.51M	Buy	47,213 +37,318	+377%	+$2.84M	0.07%	215
2021 Q2	$741K	Sell	9,895 -101	-1%	-$7.63K	0.02%	381
2021 Q1	$720K	Buy	9,996 +4,643	+87%	+$332K	0.02%	366
2020 Q4	$370K	Sell	5,353 -3,530	-40%	-$228K	0.01%	334
2020 Q3	$536K	Buy	8,883 +3,016	+51%	+$182K	0.02%	280
2020 Q2	$336K	Buy	+5,867	New	+$318K	0.01%	308
2020 Q1	–	Sell	-12,727	Closed	-$830K	–	372
2019 Q4	$830K	Sell	12,727 -459	-3%	-$29.1K	0.03%	213
2019 Q3	$805K	Hold	13,186	–	–	0.03%	214
2019 Q2	$810K	Hold	13,186	–	–	0.04%	219
2019 Q1	$801K	Sell	13,186 -289	-2%	-$17.1K	0.04%	206
2018 Q4	$742K	Buy	+13,475	New	+$790K	0.04%	200

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

Peapack-Gladstone Financial Corp's IEFA Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, buying an estimated $1M and bringing the position to 318,832 shares worth $30.8M. The position accounts for 0.35% of the portfolio, ranked #77.

Peapack-Gladstone Financial Corp first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Peapack-Gladstone Financial Corp held 318,832 shares of iShares Core MSCI EAFE ETF worth $30.8M as of Q2 2026.
Peapack-Gladstone Financial Corp bought 10,425 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1M.
iShares Core MSCI EAFE ETF made up 0.35% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #77 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.