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 Q2	$8.59K	Buy	89 +1	+1%	+$96	﹤0.01%	325
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jackson Grant Investment Advisers's IEFA Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $96 and bringing the position to 89 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Jackson Grant Investment Advisers first reported a position in IEFA in Q4 2018 and has held it in 15 quarters since. The position peaked at $267K in Q3 2024. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Jackson Grant Investment Advisers held 89 shares of iShares Core MSCI EAFE ETF worth $8.59K as of Q2 2026.
Jackson Grant Investment Advisers bought 1 iShares Core MSCI EAFE ETF share in Q2 2026, an estimated $96.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #325 holding.
Jackson Grant Investment Advisers first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 15 quarters since.
Jackson Grant Investment Advisers's iShares Core MSCI EAFE ETF position peaked at $267K in Q3 2024.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.