JHCP
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Jackson Hole Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jackson Hole Capital Partners’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 		$9.6M Buy
106,041
+744
+0.7% +$69.4K 1.59% 9
2025
Q4 		$9.42M Buy
105,297
+178
+0.2% +$15.7K 1.61% 9
2025
Q3 		$9.18M Sell
105,119
-2,444
-2% -$208K 1.57% 10
2025
Q2 		$8.98M Buy
107,563
+2,580
+2% +$205K 1.65% 11
2025
Q1 		$7.94M Buy
104,983
+4,064
+4% +$304K 1.58% 11
2024
Q4 		$7.09M Buy
100,919
+124
+0.1% +$9.15K 1.43% 12
2024
Q3 		$7.87M Sell
100,795
-4,238
-4% -$317K 1.64% 10
2024
Q2 		$7.63M Sell
105,033
-1,634
-2% -$120K 1.66% 9
2024
Q1 		$7.92M Sell
106,667
-1,172
-1% -$83.4K 1.79% 8
2023
Q4 		$7.59M Buy
107,839
+8,737
+9% +$576K 1.93% 9
2023
Q3 		$6.38M Sell
99,102
-3,704
-4% -$248K 1.87% 7
2023
Q2 		$6.94M Sell
102,806
-3,588
-3% -$243K 1.9% 7
2023
Q1 		$7.08M Sell
106,394
-1,011
-0.9% -$66.3K 1.86% 7
2022
Q4 		$6.62M Sell
107,405
-9,651
-8% -$568K 1.98% 6
2022
Q3 		$6.17M Sell
117,056
-1,281
-1% -$75.3K 1.9% 7
2022
Q2 		$6.96M Sell
118,337
-2,438
-2% -$156K 2.18% 7
2022
Q1 		$8.39M Buy
120,775
+11,907
+11% +$842K 2.42% 7
2021
Q4 		$8.13M Buy
108,868
+10,757
+11% +$808K 2.54% 6
2021
Q3 		$7.29M Buy
98,111
+5,173
+6% +$394K 2.37% 6
2021
Q2 		$6.96M Buy
92,938
+7,456
+9% +$563K 2.41% 7
2021
Q1 		$6.16M Buy
85,482
+13,358
+19% +$955K 2.54% 6
2020
Q4 		$4.98M Buy
72,124
+9,991
+16% +$646K 2.27% 7
2020
Q3 		$3.75M Buy
62,133
+19,526
+46% +$1.18M 1.97% 11
2020
Q2 		$2.44M Sell
42,607
-3,844
-8% -$208K 1.48% 16
2020
Q1 		$2.32M Buy
46,451
+2,309
+5% +$137K 1.73% 15
2019
Q4 		$2.88M Buy
44,142
+3,794
+9% +$241K 1.58% 13
2019
Q3 		$2.46M Buy
40,348
+15,262
+61% +$921K 1.39% 15
2019
Q2 		$1.54M Buy
25,086
+1,785
+8% +$109K 0.96% 21
2019
Q1 		$1.42M Buy
23,301
+1,400
+6% +$82.6K 1.25% 20
2018
Q4 		$1.21M Buy
+21,901
New +$1.28M 1.27% 19

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 Hole Capital Partners's IEFA Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.71% in Q1 2026, buying an estimated $69.4K and bringing the position to 106,041 shares worth $9.6M. The position accounts for 1.59% of the portfolio, ranked #9.

Jackson Hole Capital Partners first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Jackson Hole Capital Partners held 106,041 shares of iShares Core MSCI EAFE ETF worth $9.6M as of Q1 2026.
  • Jackson Hole Capital Partners bought 744 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $69.4K.
  • iShares Core MSCI EAFE ETF made up 1.59% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #9 holding.
  • Jackson Hole Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.