JFG
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JDM Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

JDM Financial Group’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 		$2.14M Buy
23,667
+1,548
+7% +$144K 0.83% 20
2025
Q4 		$1.98M Sell
22,119
-638
-3% -$56.4K 0.77% 23
2025
Q3 		$1.99M Sell
22,757
-143
-0.6% -$12.2K 0.83% 20
2025
Q2 		$1.91M Buy
22,900
+251
+1% +$19.9K 0.9% 20
2025
Q1 		$1.71M Sell
22,649
-239
-1% -$17.9K 0.87% 21
2024
Q4 		$1.61M Sell
22,888
-48
-0.2% -$3.54K 0.84% 19
2024
Q3 		$1.79M Sell
22,936
-5,143
-18% -$385K 0.97% 19
2024
Q2 		$2.04M Buy
28,079
+47
+0.2% +$3.46K 1.38% 15
2024
Q1 		$2.08M Sell
28,032
-21
-0.1% -$1.5K 1.52% 15
2023
Q4 		$1.97M Buy
28,053
+10
+0% +$659 1.64% 15
2023
Q3 		$1.8M Sell
28,043
-13
-0% -$870 1.66% 15
2023
Q2 		$1.89M Buy
28,056
+139
+0.5% +$9.43K 1.65% 15
2023
Q1 		$1.87M Buy
27,917
+1,193
+4% +$78.2K 1.72% 15
2022
Q4 		$1.65M Buy
+26,724
New +$1.57M 1.58% 15

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

JDM Financial Group's IEFA Position: Q1 2026 in Review

JDM Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q1 2026, buying an estimated $144K and bringing the position to 23,667 shares worth $2.14M. The position accounts for 0.83% of the portfolio, ranked #20.

JDM Financial Group first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • JDM Financial Group held 23,667 shares of iShares Core MSCI EAFE ETF worth $2.14M as of Q1 2026.
  • JDM Financial Group bought 1,548 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $144K.
  • iShares Core MSCI EAFE ETF made up 0.83% of JDM Financial Group's portfolio in Q1 2026, its #20 holding.
  • JDM Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.