Jamison Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jamison Private Wealth Management’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	$798K	Hold	8,814	–	–	0.1%	127
2025 Q4	$789K	Hold	8,814	–	–	0.1%	124
2025 Q3	$770K	Hold	8,814	–	–	0.1%	129
2025 Q2	$736K	Buy	8,814 +4,914	+126%	+$390K	0.11%	120
2025 Q1	$295K	Hold	3,900	–	–	0.05%	175
2024 Q4	$274K	Sell	3,900 -26	-0.7%	-$1.92K	0.04%	182
2024 Q3	$306K	Hold	3,926	–	–	0.05%	164
2024 Q2	$285K	Hold	3,926	–	–	0.05%	156
2024 Q1	$291K	Buy	+3,926	New	+$279K	0.05%	154

Other funds holding IEFA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 San Diego, California $376B 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