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 Q2	$1.97M	Buy	20,369 +66	+0.3%	+$6.34K	0.05%	61
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JMG Financial Group's IEFA Position: Q2 2026 in Review

JMG Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.33% in Q2 2026, buying an estimated $6.34K and bringing the position to 20,369 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #61.

JMG Financial Group first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

JMG Financial Group held 20,369 shares of iShares Core MSCI EAFE ETF worth $1.97M as of Q2 2026.
JMG Financial Group bought 66 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.34K.
iShares Core MSCI EAFE ETF made up 0.05% of JMG Financial Group's portfolio in Q2 2026, its #61 holding.
JMG Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.