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Joel Greenblatt’s IEFA Holdings & Trades

First Buy
Q2 2022
Duration Held
15 Quarters
Largest Add
Q3 2023
+250,274 Shares
Current Position
993,241 Shares
$88.86 M Value

Joel Greenblatt's IEFA Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 993,241 shares of iShares Core MSCI EAFE ETF (IEFA) worth $88.86 M, representing 0.32% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 15 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +111,247 Add 12.61% 993,241 $89.46
Q3 2025 +20,844 Add 2.42% 881,994 $87.31
Q2 2025 +26,011 Add 3.11% 861,150 $83.48
Q1 2025 +8,646 Add 1.05% 835,139 $75.65
Q4 2024 +130,110 Add 18.68% 826,493 $70.28
Q3 2024 +15,911 Add 2.34% 696,383 $78.05
Q2 2024 +127,284 Add 23.01% 680,472 $72.64
Q1 2024 +100,708 Add 22.26% 553,188 $74.22
Q4 2023 +12,930 Add 2.94% 452,480 $70.35
Q3 2023 +250,274 Add 132.23% 439,550 $64.35
Q2 2023 +6,406 Add 3.50% 189,276 $67.50
Q1 2023 +11,317 Add 6.60% 182,870 $66.85
Q4 2022 -10,097 Reduce 5.56% 171,553 $61.64
Q3 2022 +34,610 Add 23.54% 181,650 $52.67
Q2 2022 +147,040 New Buy 147,040 $58.85

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 15 quarters since Q2 2022.

Joel Greenblatt's largest addition to iShares Core MSCI EAFE ETF (IEFA) was in Q3 2023, adding 439,550 shares worth $28.29 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 993,241 shares of iShares Core MSCI EAFE ETF (IEFA), valued at approximately $88.86 M.

As of the Q4 2025 filing, iShares Core MSCI EAFE ETF (IEFA) represents approximately 0.32% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in iShares Core MSCI EAFE ETF (IEFA) was 993,241 shares, as reported at the end of Q4 2025.