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Dean Jacobson Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Dean Jacobson Financial Services’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 Sell
319,298
-2,923
-0.9% -$281K 16.97% 3
2026
Q1 		$29.2M Buy
322,221
+2,461
+0.8% +$230K 17.92% 2
2025
Q4 		$28.6M Buy
319,760
+2,295
+0.7% +$203K 18.15% 2
2025
Q3 		$27.7M Buy
317,465
+2,864
+0.9% +$243K 20.14% 2
2025
Q2 		$26.3M Sell
314,601
-16,456
-5% -$1.31M 20.31% 3
2025
Q1 		$25M Sell
331,057
-786
-0.2% -$58.8K 19.26% 2
2024
Q4 		$23.3M Buy
331,843
+12,740
+4% +$940K 17.81% 3
2024
Q3 		$24.9M Sell
319,103
-2,299
-0.7% -$172K 18.69% 2
2024
Q2 		$23.3M Buy
321,402
+2,841
+0.9% +$209K 18.84% 2
2024
Q1 		$23.6M Buy
318,561
+1,489
+0.5% +$106K 19.15% 3
2023
Q4 		$22.3M Sell
317,072
-12,368
-4% -$815K 19.04% 3
2023
Q3 		$21.2M Buy
329,440
+4,734
+1% +$317K 19.59% 2
2023
Q2 		$21.9M Sell
324,706
-2,466
-0.8% -$167K 19.84% 3
2023
Q1 		$21.9M Buy
+327,172
New +$21.4M 20.48% 3
2022
Q1 		– Sell
-292,280
Closed -$21.8M – 7
2021
Q4 		$21.8M Buy
+292,280
New +$22M 18.15% 4

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dean Jacobson Financial Services's IEFA Position: Q2 2026 in Review

Dean Jacobson Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.91% in Q2 2026, selling an estimated $281K and leaving 319,298 shares worth $30.8M. The position accounts for 16.97% of the portfolio, ranked #3.

Dean Jacobson Financial Services first reported a position in IEFA in Q4 2021 and has held it in 15 quarters since. 2,441 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Dean Jacobson Financial Services held 319,298 shares of iShares Core MSCI EAFE ETF worth $30.8M as of Q2 2026.
  • Dean Jacobson Financial Services sold 2,923 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $281K.
  • iShares Core MSCI EAFE ETF made up 16.97% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #3 holding.
  • Dean Jacobson Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,441 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.