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

JMG 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 		$1.84M Buy
20,303
+209
+1% +$19.5K 0.05% 58
2025
Q4 		$1.8M Buy
20,094
+322
+2% +$28.5K 0.05% 58
2025
Q3 		$1.73M Sell
19,772
-1,029
-5% -$87.4K 0.05% 60
2025
Q2 		$1.74M Buy
20,801
+1,363
+7% +$108K 0.05% 55
2025
Q1 		$1.47M Hold
19,438
– – 0.05% 59
2024
Q4 		$1.37M Hold
19,438
– – 0.05% 61
2024
Q3 		$1.52M Buy
19,438
+1,135
+6% +$85K 0.05% 59
2024
Q2 		$1.33M Buy
18,303
+1,710
+10% +$126K 0.05% 61
2024
Q1 		$1.23M Buy
16,593
+113
+0.7% +$8.04K 0.05% 63
2023
Q4 		$1.16M Buy
16,480
+2,109
+15% +$139K 0.05% 63
2023
Q3 		$925K Hold
14,371
– – 0.04% 65
2023
Q2 		$970K Hold
14,371
– – 0.05% 64
2023
Q1 		$961K Buy
14,371
+255
+2% +$16.7K 0.05% 61
2022
Q4 		$870K Buy
14,116
+2,139
+18% +$126K 0.05% 57
2022
Q3 		$631K Buy
+11,977
New +$704K 0.04% 63

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

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

JMG Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q1 2026, buying an estimated $19.5K and bringing the position to 20,303 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #58.

JMG Financial Group first reported a position in IEFA in Q3 2022 and has held it in 15 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • JMG Financial Group held 20,303 shares of iShares Core MSCI EAFE ETF worth $1.84M as of Q1 2026.
  • JMG Financial Group bought 209 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $19.5K.
  • iShares Core MSCI EAFE ETF made up 0.05% of JMG Financial Group's portfolio in Q1 2026, its #58 holding.
  • JMG Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.