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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

JFG Wealth Management's IEFA Position: Q3 2025 in Review

JFG Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2025 at 9,311 shares worth $813K. The position accounts for 0.16% of the portfolio, ranked #32.

JFG Wealth Management first reported a position in IEFA in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q3 2024. 2,135 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

JFG Wealth Management held 9,311 shares of iShares Core MSCI EAFE ETF worth $813K as of Q3 2025.
JFG Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2025.
iShares Core MSCI EAFE ETF made up 0.16% of JFG Wealth Management's portfolio in Q3 2025, its #32 holding.
JFG Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 11 quarters since.
JFG Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.24M in Q3 2024.
2,135 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.