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

JFG 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
2025 Q3	$813K	Hold	9,311	–	–	0.16%	32
2025 Q2	$777K	Sell	9,311 -5	-0.1%	-$397	0.16%	30
2025 Q1	$705K	Sell	9,316 -4,900	-34%	-$366K	0.16%	38
2024 Q4	$999K	Sell	14,216 -1,679	-11%	-$124K	0.23%	42
2024 Q3	$1.24M	Buy	15,895 +5,859	+58%	+$439K	0.34%	25
2024 Q2	$729K	Buy	10,036 +4,462	+80%	+$328K	0.21%	23
2024 Q1	$414K	Buy	5,574 +1,558	+39%	+$111K	0.11%	37
2023 Q4	$283K	Hold	4,016	–	–	0.08%	62
2023 Q3	$258K	Hold	4,016	–	–	0.08%	28
2023 Q2	$271K	Hold	4,016	–	–	0.08%	29
2023 Q1	$268K	Buy	+4,016	New	+$263K	0.09%	25

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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return