JMAC Enterprises’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

JMAC Enterprises’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 Q1	–	Sell	-14,771	Closed	-$1.04M	–	131
2024 Q4	$1.04M	Buy	14,771 +277	+2%	+$20.4K	0.16%	94
2024 Q3	$1.13M	Buy	14,494 +1,082	+8%	+$81K	0.18%	93
2024 Q2	$974K	Buy	13,412 +703	+6%	+$51.7K	0.17%	96
2024 Q1	$943K	Buy	12,709 +1,290	+11%	+$91.8K	0.18%	94
2023 Q4	$803K	Buy	11,419 +379	+3%	+$25K	0.17%	101
2023 Q3	$710K	Buy	11,040 +1,030	+10%	+$69K	0.18%	101
2023 Q2	$676K	Buy	+10,010	New	+$679K	0.17%	104

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

JMAC Enterprises's IEFA Position: Q1 2025 in Review

JMAC Enterprises sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 14,771 shares — an estimated $1.04M sold.

JMAC Enterprises first reported a position in IEFA in Q2 2023 and held it in 7 quarters. The position peaked at $1.13M in Q3 2024. 2,046 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

JMAC Enterprises reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
JMAC Enterprises sold 14,771 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $1.04M.
JMAC Enterprises first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 7 quarters.
JMAC Enterprises's iShares Core MSCI EAFE ETF position peaked at $1.13M in Q3 2024.
2,046 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.