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Jaffetilchin Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jaffetilchin Investment 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 		$7.38M Buy
81,506
+64,266
+373% +$6M 0.44% 45
2025
Q4 		$1.54M Buy
17,240
+1,235
+8% +$109K 0.09% 144
2025
Q3 		$1.4M Hold
16,005
– – 0.08% 151
2025
Q2 		$1.34M Sell
16,005
-332
-2% -$26.3K 0.09% 151
2025
Q1 		$1.24M Buy
16,337
+6,030
+59% +$451K 0.09% 154
2024
Q4 		$724K Buy
10,307
+903
+10% +$66.6K 0.05% 191
2024
Q3 		$734K Buy
9,404
+100
+1% +$7.49K 0.06% 184
2024
Q2 		$676K Sell
9,304
-243
-3% -$17.9K 0.06% 179
2024
Q1 		$709K Sell
9,547
-258
-3% -$18.4K 0.06% 172
2023
Q4 		$690K Sell
9,805
-67
-0.7% -$4.42K 0.07% 178
2023
Q3 		$635K Buy
9,872
+600
+6% +$40.2K 0.07% 167
2023
Q2 		$626K Buy
9,272
+152
+2% +$10.3K 0.07% 172
2023
Q1 		$610K Sell
9,120
-518
-5% -$34K 0.07% 171
2022
Q4 		$594K Sell
9,638
-3,078
-24% -$181K 0.07% 177
2022
Q3 		$670K Sell
12,716
-73
-0.6% -$4.29K 0.09% 145
2022
Q2 		$753K Buy
12,789
+617
+5% +$39.6K 0.09% 151
2022
Q1 		$747K Buy
12,172
+369
+3% +$26.1K 0.09% 149
2021
Q4 		$881K Buy
11,803
+228
+2% +$17.1K 0.08% 151
2021
Q3 		$859K Sell
11,575
-8,076
-41% -$614K 0.09% 144
2021
Q2 		$1.42M Buy
19,651
+10,347
+111% +$781K 0.1% 142
2021
Q1 		$670K Buy
9,304
+1,018
+12% +$72.7K 0.08% 170
2020
Q4 		$572K Buy
8,286
+2,257
+37% +$146K 0.08% 153
2020
Q3 		$363K Buy
6,029
+800
+15% +$48.3K 0.07% 171
2020
Q2 		$299K Sell
5,229
-6,595
-56% -$357K 0.07% 168
2020
Q1 		$590K Sell
11,824
-22,917
-66% -$1.36M 0.21% 74
2019
Q4 		$2.27M Sell
34,741
-3,405
-9% -$216K 0.49% 40
2019
Q3 		$2.33M Buy
38,146
+22,972
+151% +$1.39M 0.56% 33
2019
Q2 		$932K Buy
15,174
+525
+4% +$32.2K 0.22% 75
2019
Q1 		$890K Sell
14,649
-247
-2% -$14.6K 0.2% 83
2018
Q4 		$819K Sell
14,896
-8,104
-35% -$475K 0.2% 73
2018
Q3 		$1.47M Sell
23,000
-3,657
-14% -$233K 0.31% 55
2018
Q2 		$1.69M Buy
26,657
+9,595
+56% +$635K 0.38% 40
2018
Q1 		$1.12M Buy
17,062
+9,496
+126% +$638K 0.25% 66
2017
Q4 		$500K Sell
7,566
-10,711
-59% -$698K 0.17% 111
2017
Q3 		$1.17M Buy
18,277
+12,726
+229% +$796K 0.28% 65
2017
Q2 		$338K Sell
5,551
-877
-14% -$52.9K 0.11% 155
2017
Q1 		$373K Sell
6,428
-680
-10% -$38.2K 0.09% 176
2016
Q4 		$381K Buy
+7,108
New +$382K 0.11% 152
2014
Q3 		– Sell
-77,308
Closed -$4.81M – 222
2014
Q2 		$4.81M Buy
77,308
+7,377
+11% +$458K 1.72% 14
2014
Q1 		$4.27M Buy
+69,931
New +$4.19M 1.67% 14

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jaffetilchin Investment Partners's IEFA Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 373% in Q1 2026, buying an estimated $6M and bringing the position to 81,506 shares worth $7.38M. The position accounts for 0.44% of the portfolio, ranked #45.

Jaffetilchin Investment Partners first reported a position in IEFA in Q1 2014 and has held it in 40 quarters since. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Jaffetilchin Investment Partners held 81,506 shares of iShares Core MSCI EAFE ETF worth $7.38M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 64,266 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6M.
  • iShares Core MSCI EAFE ETF made up 0.44% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #45 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2014 and has held it in 40 quarters since.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.