Joel Greenblatt's IEFA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 881,994 shares of iShares Core MSCI EAFE ETF (IEFA) worth $77.01 M, representing 0.34% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IEFA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 250,274 shares. Largest reduction occurred in Q4 2022, reducing 10,097 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core MSCI EAFE ETF (IEFA) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core MSCI EAFE ETF (IEFA) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +147,040 | New Buy | 147,040 | $58.85 |
| Q3 2022 | +34,610 | Add 23.54% | 181,650 | $52.67 |
| Q4 2022 | -10,097 | Reduce 5.56% | 171,553 | $61.64 |
| Q1 2023 | +11,317 | Add 6.60% | 182,870 | $66.85 |
| Q2 2023 | +6,406 | Add 3.50% | 189,276 | $67.50 |
| Q3 2023 | +250,274 | Add 132.23% | 439,550 | $64.35 |
| Q4 2023 | +12,930 | Add 2.94% | 452,480 | $70.35 |
| Q1 2024 | +100,708 | Add 22.26% | 553,188 | $74.22 |
| Q2 2024 | +127,284 | Add 23.01% | 680,472 | $72.64 |
| Q3 2024 | +15,911 | Add 2.34% | 696,383 | $78.05 |
| Q4 2024 | +130,110 | Add 18.68% | 826,493 | $70.28 |
| Q1 2025 | +8,646 | Add 1.05% | 835,139 | $75.65 |
| Q2 2025 | +26,011 | Add 3.11% | 861,150 | $83.48 |
| Q3 2025 | +20,844 | Add 2.42% | 881,994 | $87.31 |
Joel Greenblatt's iShares Core MSCI EAFE ETF Investment FAQs
Joel Greenblatt first purchased iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, acquiring 147,040 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares Core MSCI EAFE ETF (IEFA) for 14 quarters since Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to iShares Core MSCI EAFE ETF (IEFA) was in Q3 2023, adding 439,550 shares worth $28.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 881,994 shares of iShares Core MSCI EAFE ETF (IEFA), valued at approximately $77.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Core MSCI EAFE ETF (IEFA) represents approximately 0.34% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in iShares Core MSCI EAFE ETF (IEFA) was 881,994 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.