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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jamison Private Wealth Management's IEFA Position: Q2 2026 in Review

Jamison Private Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.9% in Q2 2026, buying an estimated $66.8K and bringing the position to 9,509 shares worth $918K. 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 10 quarters since. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Jamison Private Wealth Management held 9,509 shares of iShares Core MSCI EAFE ETF worth $918K as of Q2 2026.
Jamison Private Wealth Management bought 695 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $66.8K.
iShares Core MSCI EAFE ETF made up 0.09% of Jamison Private Wealth Management's portfolio in Q2 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 10 quarters since.
2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.