DHJJ Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DHJJ Financial Advisors’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	$156K	Sell	1,611 -2,067	-56%	-$199K	0.04%	253
2026 Q1	$333K	Buy	3,678 +2,710	+280%	+$253K	0.11%	142
2025 Q4	$86.6K	Sell	968 -18	-2%	-$1.59K	0.03%	297
2025 Q3	$86.1K	Sell	986 -31	-3%	-$2.63K	0.03%	283
2025 Q2	$84.9K	Buy	1,017 +437	+75%	+$34.7K	0.03%	274
2025 Q1	$43.9K	Hold	580	–	–	0.02%	329
2024 Q4	$40.8K	Sell	580 -20	-3%	-$1.48K	0.02%	334
2024 Q3	$46.8K	Hold	600	–	–	0.02%	313
2024 Q2	$43.6K	Hold	600	–	–	0.02%	292
2024 Q1	$44.5K	Hold	600	–	–	0.02%	272
2023 Q4	$42.2K	Hold	600	–	–	0.02%	267
2023 Q3	$38.6K	Buy	+600	New	+$40.2K	0.02%	273

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

DHJJ Financial Advisors's IEFA Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 56% in Q2 2026, selling an estimated $199K and leaving 1,611 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #253.

DHJJ Financial Advisors first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $333K in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

DHJJ Financial Advisors held 1,611 shares of iShares Core MSCI EAFE ETF worth $156K as of Q2 2026.
DHJJ Financial Advisors sold 2,067 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $199K.
iShares Core MSCI EAFE ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #253 holding.
DHJJ Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $333K in Q1 2026.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.