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James J. Burns & Company’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

James J. Burns & Company’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 		$19.6M Buy
202,475
+10,303
+5% +$990K 2.12% 12
2026
Q1 		$17.4M Buy
192,172
+4,810
+3% +$449K 2.36% 11
2025
Q4 		$16.8M Buy
187,362
+13,289
+8% +$1.18M 2.31% 11
2025
Q3 		$15.2M Buy
174,073
+7,660
+5% +$651K 2.27% 11
2025
Q2 		$13.9M Buy
166,413
+1,667
+1% +$132K 2.27% 11
2025
Q1 		$12.5M Buy
164,746
+11,165
+7% +$835K 2.23% 11
2024
Q4 		$10.8M Buy
153,581
+19,770
+15% +$1.46M 1.88% 11
2024
Q3 		$10.4M Buy
133,811
+13,471
+11% +$1.01M 1.89% 12
2024
Q2 		$8.74M Buy
120,340
+70,216
+140% +$5.17M 1.72% 12
2024
Q1 		$3.68M Sell
50,124
-43,594
-47% -$3.1M 1.28% 16
2023
Q4 		$6.59M Buy
93,718
+3,761
+4% +$248K 1.57% 14
2023
Q3 		$5.79M Buy
89,957
+5,604
+7% +$375K 1.55% 15
2023
Q2 		$5.69M Buy
84,353
+4,328
+5% +$294K 1.44% 15
2023
Q1 		$5.35M Buy
80,025
+36,732
+85% +$2.41M 1.38% 17
2022
Q4 		$2.67M Buy
43,293
+9,073
+27% +$534K 1.09% 24
2022
Q3 		$1.8M Buy
+34,220
New +$2.01M 0.8% 30

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

James J. Burns & Company's IEFA Position: Q2 2026 in Review

James J. Burns & Company increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q2 2026, buying an estimated $990K and bringing the position to 202,475 shares worth $19.6M. The position accounts for 2.12% of the portfolio, ranked #12.

James J. Burns & Company first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • James J. Burns & Company held 202,475 shares of iShares Core MSCI EAFE ETF worth $19.6M as of Q2 2026.
  • James J. Burns & Company bought 10,303 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $990K.
  • iShares Core MSCI EAFE ETF made up 2.12% of James J. Burns & Company's portfolio in Q2 2026, its #12 holding.
  • James J. Burns & Company first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.