Inman Jager Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Inman Jager Wealth Management’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	$3.52M	Sell	38,833 -1,286	-3%	-$120K	2.05%	13
2025 Q4	$3.59M	Sell	40,119 -135	-0.3%	-$11.9K	2.2%	10
2025 Q3	$3.51M	Sell	40,254 -2,919	-7%	-$248K	2.24%	10
2025 Q2	$3.6M	Sell	43,173 -1,194	-3%	-$94.8K	2.44%	10
2025 Q1	$3.36M	Buy	44,367 +165	+0.4%	+$12.3K	2.51%	8
2024 Q4	$3.11M	Buy	+44,202	New	+$3.26M	2.42%	8

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

Inman Jager Wealth Management's IEFA Position: Q1 2026 in Review

Inman Jager Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q1 2026, selling an estimated $120K and leaving 38,833 shares worth $3.52M. The position accounts for 2.05% of the portfolio, ranked #13.

Inman Jager Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.6M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Inman Jager Wealth Management held 38,833 shares of iShares Core MSCI EAFE ETF worth $3.52M as of Q1 2026.
Inman Jager Wealth Management sold 1,286 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $120K.
iShares Core MSCI EAFE ETF made up 2.05% of Inman Jager Wealth Management's portfolio in Q1 2026, its #13 holding.
Inman Jager Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Inman Jager Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.6M in Q2 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.