JWCA
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J.W. Cole Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

J.W. Cole 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 		$11.5M Buy
118,738
+3,105
+3% +$298K 0.2% 109
2026
Q1 		$10.5M Buy
115,633
+2,317
+2% +$216K 0.35% 60
2025
Q4 		$9.28M Sell
113,316
-322
-0.3% -$28.5K 0.22% 92
2025
Q3 		$9.92M Sell
113,638
-78
-0.1% -$6.63K 0.19% 106
2025
Q2 		$9.49M Buy
113,716
+21,187
+23% +$1.68M 0.2% 108
2025
Q1 		$7M Buy
92,529
+31,298
+51% +$2.34M 0.22% 99
2024
Q4 		$4.3M Buy
61,231
+2,957
+5% +$218K 0.17% 125
2024
Q3 		$4.55M Buy
58,274
+982
+2% +$73.5K 0.19% 115
2024
Q2 		$4.16M Buy
57,292
+1,097
+2% +$80.7K 0.2% 109
2024
Q1 		$4.17M Buy
56,195
+4,572
+9% +$325K 0.21% 105
2023
Q4 		$3.63M Buy
51,623
+5,557
+12% +$366K 0.21% 112
2023
Q3 		$2.96M Sell
46,066
-2,026
-4% -$136K 0.22% 110
2023
Q2 		$3.25M Buy
48,092
+7,644
+19% +$518K 0.23% 105
2023
Q1 		$2.7M Sell
40,448
-9
-0% -$590 0.19% 134
2022
Q4 		$2.49M Sell
40,457
-1,739
-4% -$102K 0.19% 133
2022
Q3 		$2.22M Buy
42,196
+1,511
+4% +$88.8K 0.19% 133
2022
Q2 		$2.39M Buy
40,685
+1,815
+5% +$116K 0.19% 130
2022
Q1 		$2.7M Sell
38,870
-3,062
-7% -$217K 0.18% 134
2021
Q4 		$3.13M Buy
+41,932
New +$3.15M 0.2% 125
2021
Q3 		– Sell
-38,304
Closed -$2.87M – 578
2021
Q2 		$2.87M Sell
38,304
-469
-1% -$35.4K 0.23% 105
2021
Q1 		$2.79M Sell
38,773
-5,601
-13% -$400K 0.27% 88
2020
Q4 		$3.07M Sell
44,374
-534
-1% -$34.5K 0.32% 71
2020
Q3 		$2.71M Sell
44,908
-3,917
-8% -$236K 0.21% 110
2020
Q2 		$2.79M Buy
+48,825
New +$2.65M 0.42% 64
2020
Q1 		– Sell
-54,202
Closed -$3.54M – 284
2019
Q4 		$3.54M Buy
+54,202
New +$3.44M 0.45% 52

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

J.W. Cole Advisors's IEFA Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q2 2026, buying an estimated $298K and bringing the position to 118,738 shares worth $11.5M. The position accounts for 0.2% of the portfolio, ranked #109.

J.W. Cole Advisors first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • J.W. Cole Advisors held 118,738 shares of iShares Core MSCI EAFE ETF worth $11.5M as of Q2 2026.
  • J.W. Cole Advisors bought 3,105 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $298K.
  • iShares Core MSCI EAFE ETF made up 0.2% of J.W. Cole Advisors's portfolio in Q2 2026, its #109 holding.
  • J.W. Cole Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.