Janney Montgomery Scott
IEFA icon

Janney Montgomery Scott’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Janney Montgomery Scott’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 		$214M Buy
2,365,635
+846,387
+56% +$79M 0.53% 34
2025
Q4 		$136M Buy
1,519,248
+85,521
+6% +$7.56M 0.31% 64
2025
Q3 		$125M Sell
1,433,727
-55,553
-4% -$4.72M 0.3% 68
2025
Q2 		$124M Buy
1,489,280
+262,234
+21% +$20.8M 0.32% 59
2025
Q1 		$92.8M Sell
1,227,046
-3,445
-0.3% -$258K 0.26% 77
2024
Q4 		$86.5M Buy
+1,230,491
New +$90.8M 0.24% 86
2024
Q3 		– Sell
-1,716,108
Closed -$125M – 2751
2024
Q2 		$125M Buy
1,716,108
+125,140
+8% +$9.21M 0.38% 54
2024
Q1 		$118M Buy
1,590,968
+52,755
+3% +$3.76M 0.35% 59
2023
Q4 		$108M Buy
1,538,213
+53,559
+4% +$3.53M 0.35% 58
2023
Q3 		$95.5M Sell
1,484,654
-113,904
-7% -$7.63M 0.36% 58
2023
Q2 		$108M Sell
1,598,558
-4,451
-0.3% -$302K 0.38% 54
2023
Q1 		$107M Sell
1,603,009
-31,166
-2% -$2.04M 0.44% 52
2022
Q4 		$101M Buy
1,634,175
+496,937
+44% +$29.2M 0.39% 53
2022
Q3 		$59.9M Sell
1,137,238
-217,217
-16% -$12.8M 0.26% 84
2022
Q2 		$80.3M Sell
1,354,455
-130,294
-9% -$8.36M 0.36% 62
2022
Q1 		$103M Buy
1,484,749
+44,208
+3% +$3.13M 0.44% 48
2021
Q4 		$108M Sell
1,440,541
-96,561
-6% -$7.26M 0.42% 52
2021
Q3 		$114M Buy
1,537,102
+69,663
+5% +$5.3M 0.49% 40
2021
Q2 		$110M Buy
1,467,439
+6,798
+0.5% +$513K 0.48% 46
2021
Q1 		$105M Sell
1,460,641
-396,452
-21% -$28.3M 0.51% 42
2020
Q4 		$128M Sell
1,857,093
-269,879
-13% -$17.5M 0.62% 28
2020
Q3 		$128M Buy
2,126,972
+356,853
+20% +$21.5M 0.73% 23
2020
Q2 		$101M Sell
1,770,119
-897,984
-34% -$48.7M 0.64% 28
2020
Q1 		$133M Buy
2,668,103
+313,441
+13% +$18.7M 1.05% 10
2019
Q4 		$154M Buy
2,354,662
+257,278
+12% +$16.3M 1.01% 10
2019
Q3 		$128M Buy
2,097,384
+146,648
+8% +$8.85M 0.93% 10
2019
Q2 		$120M Buy
1,950,736
+432,960
+29% +$26.5M 0.92% 12
2019
Q1 		$92.2M Buy
1,517,776
+288,697
+23% +$17M 0.76% 15
2018
Q4 		$67.6M Buy
1,229,079
+257,642
+27% +$15.1M 0.65% 26
2018
Q3 		$62.3M Sell
971,437
-111,087
-10% -$7.08M 0.54% 35
2018
Q2 		$68.6M Buy
1,082,524
+260,728
+32% +$17.3M 0.66% 22
2018
Q1 		$54.1M Sell
821,796
-12,890
-2% -$866K 0.54% 33
2017
Q4 		$55.2M Sell
834,686
-92,859
-10% -$6.05M 0.57% 27
2017
Q3 		$59.5M Buy
927,545
+131,688
+17% +$8.24M 0.68% 21
2017
Q2 		$48.5M Buy
795,857
+256,202
+47% +$15.5M 0.61% 28
2017
Q1 		$31.3M Buy
539,655
+140,508
+35% +$7.9M 0.42% 56
2016
Q4 		$21.4M Buy
399,147
+114,782
+40% +$6.16M 0.32% 69
2016
Q3 		$15.7M Buy
+284,365
New +$15.3M 0.28% 81
2016
Q1 		– Sell
-50,751
Closed -$2.76M – 1342
2015
Q4 		$2.76M Buy
50,751
+27,979
+123% +$1.55M 0.07% 276
2015
Q3 		$1.2M Buy
22,772
+2,314
+11% +$131K 0.03% 471
2015
Q2 		$1.19M Buy
20,458
+8,072
+65% +$491K 0.03% 689
2015
Q1 		$724K Buy
12,386
+478
+4% +$27.4K 0.01% 1088
2014
Q4 		$659K Buy
11,908
+1,552
+15% +$88K 0.01% 1103
2014
Q3 		$603K Buy
+10,356
New +$628K 0.01% 1144

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
LPL Financial San Diego, California $377B 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

Janney Montgomery Scott's IEFA Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares Core MSCI EAFE ETF (IEFA) stake by 56% in Q1 2026, buying an estimated $79M and bringing the position to 2,365,635 shares worth $214M. The position accounts for 0.53% of the portfolio, ranked #34.

Janney Montgomery Scott first reported a position in IEFA in Q3 2014 and has held it in 44 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Janney Montgomery Scott held 2,365,635 shares of iShares Core MSCI EAFE ETF worth $214M as of Q1 2026.
  • Janney Montgomery Scott bought 846,387 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $79M.
  • iShares Core MSCI EAFE ETF made up 0.53% of Janney Montgomery Scott's portfolio in Q1 2026, its #34 holding.
  • Janney Montgomery Scott first reported a position in iShares Core MSCI EAFE ETF in Q3 2014 and has held it in 44 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.