Joel Adams & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Joel Adams & Associates’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	$5.16M	Sell	57,022 -498	-0.9%	-$46.5K	3.83%	7
2025 Q4	$5.15M	Buy	57,520 +3,248	+6%	+$287K	3.87%	7
2025 Q3	$4.74M	Sell	54,272 -1,956	-3%	-$166K	3.82%	6
2025 Q2	$4.69M	Sell	56,228 -4,045	-7%	-$321K	4.16%	6
2025 Q1	$4.56M	Buy	60,273 +383	+0.6%	+$28.6K	4.1%	6
2024 Q4	$4.21M	Buy	+59,890	New	+$4.42M	3.82%	6

Other funds holding IEFA

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Joel Adams & Associates's IEFA Position: Q1 2026 in Review

Joel Adams & Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.87% in Q1 2026, selling an estimated $46.5K and leaving 57,022 shares worth $5.16M. The position accounts for 3.83% of the portfolio, ranked #7.

Joel Adams & Associates first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Joel Adams & Associates held 57,022 shares of iShares Core MSCI EAFE ETF worth $5.16M as of Q1 2026.
Joel Adams & Associates sold 498 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $46.5K.
iShares Core MSCI EAFE ETF made up 3.83% of Joel Adams & Associates's portfolio in Q1 2026, its #7 holding.
Joel Adams & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.