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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DHJJ Financial Advisors's IEFA Position: Q1 2026 in Review

DHJJ Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 280% in Q1 2026, buying an estimated $253K and bringing the position to 3,678 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #142.

DHJJ Financial Advisors first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

DHJJ Financial Advisors held 3,678 shares of iShares Core MSCI EAFE ETF worth $333K as of Q1 2026.
DHJJ Financial Advisors bought 2,710 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $253K.
iShares Core MSCI EAFE ETF made up 0.11% of DHJJ Financial Advisors's portfolio in Q1 2026, its #142 holding.
DHJJ Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.