Glass Jacobson Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Glass Jacobson Investment 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	$532K	Sell	5,881 -64	-1%	-$5.97K	0.18%	116
2025 Q4	$532K	Sell	5,945 -361	-6%	-$31.9K	0.19%	107
2025 Q3	$551K	Sell	6,306 -59	-0.9%	-$5.01K	0.2%	111
2025 Q2	$531K	Sell	6,365 -2,351	-27%	-$187K	0.2%	107
2025 Q1	$613K	Hold	8,716	–	–	0.2%	123
2024 Q4	$613K	Buy	8,716 +174	+2%	+$12.8K	0.2%	123
2024 Q3	$667K	Buy	8,542 +166	+2%	+$12.4K	0.22%	116
2024 Q2	$608K	Buy	8,376 +170	+2%	+$12.5K	0.22%	112
2024 Q1	$609K	Buy	8,206 +220	+3%	+$15.7K	0.23%	114
2023 Q4	$562K	Sell	7,986 -2,691	-25%	-$177K	0.23%	116
2023 Q3	$687K	Buy	10,677 +3,829	+56%	+$256K	0.31%	98
2023 Q2	$462K	Buy	+6,848	New	+$464K	0.21%	123
2022 Q4	$470K	Buy	+7,629	New	+$449K	0.23%	120

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

Glass Jacobson Investment Advisors's IEFA Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q1 2026, selling an estimated $5.97K and leaving 5,881 shares worth $532K. The position accounts for 0.18% of the portfolio, ranked #116.

Glass Jacobson Investment Advisors first reported a position in IEFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $687K in Q3 2023. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Glass Jacobson Investment Advisors held 5,881 shares of iShares Core MSCI EAFE ETF worth $532K as of Q1 2026.
Glass Jacobson Investment Advisors sold 64 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $5.97K.
iShares Core MSCI EAFE ETF made up 0.18% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #116 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $687K in Q3 2023.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.