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Jackson Grant Investment Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jackson Grant Investment Advisers’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 		$7.92K Hold
88
– – ﹤0.01% 320
2025
Q4 		$7.83K Sell
88
-6
-6% -$531 ﹤0.01% 318
2025
Q3 		$8.2K Sell
94
-214
-69% -$18.2K ﹤0.01% 310
2025
Q2 		$25.7K Sell
308
-3,109
-91% -$247K 0.01% 220
2025
Q1 		$259K Hold
3,417
– – 0.1% 91
2024
Q4 		$240K Buy
3,417
+1
+0% +$74 0.09% 89
2024
Q3 		$267K Buy
3,416
+83
+2% +$6.21K 0.1% 89
2024
Q2 		$242K Buy
3,333
+2,074
+165% +$153K 0.1% 94
2024
Q1 		$93.4K Hold
1,259
– – 0.04% 144
2023
Q4 		$88.6K Hold
1,259
– – 0.04% 142
2023
Q3 		$81K Buy
1,259
+1,037
+467% +$69.4K 0.04% 143
2023
Q2 		$15K Hold
222
– – 0.01% 238
2023
Q1 		$14.8K Buy
+222
New +$14.6K 0.01% 276
2019
Q1 		– Sell
-157
Closed -$9K – 249
2018
Q4 		$9K Buy
+157
New +$9.21K 0.01% 200

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jackson Grant Investment Advisers's IEFA Position: Q1 2026 in Review

Jackson Grant Investment Advisers held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 88 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Jackson Grant Investment Advisers first reported a position in IEFA in Q4 2018 and has held it in 14 quarters since. The position peaked at $267K in Q3 2024. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Jackson Grant Investment Advisers held 88 shares of iShares Core MSCI EAFE ETF worth $7.92K as of Q1 2026.
  • Jackson Grant Investment Advisers left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #320 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 14 quarters since.
  • Jackson Grant Investment Advisers's iShares Core MSCI EAFE ETF position peaked at $267K in Q3 2024.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.