Jamison Private Wealth Management
IEFA icon

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
Q3 		$859K Sell
8,867
-642
-7% -$63.4K 0.09% 126
2026
Q2 		$918K Buy
9,509
+695
+8% +$66.8K 0.09% 126
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jamison Private Wealth Management's IEFA Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.8% in Q3 2026, selling an estimated $63.4K and leaving 8,867 shares worth $859K. The position accounts for 0.09% of the portfolio, ranked #126.

Jamison Private Wealth Management first reported a position in IEFA in Q1 2024 and has held it in 11 quarters since. The position peaked at $918K in Q2 2026. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Jamison Private Wealth Management held 8,867 shares of iShares Core MSCI EAFE ETF worth $859K as of Q3 2026.
  • Jamison Private Wealth Management sold 642 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $63.4K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Jamison Private Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Jamison Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 11 quarters since.
  • Jamison Private Wealth Management's iShares Core MSCI EAFE ETF position peaked at $918K in Q2 2026.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.