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 Q2	$5.64M	Buy	58,417 +1,395	+2%	+$134K	3.62%	7
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 $1.55T 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

Joel Adams & Associates's IEFA Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, buying an estimated $134K and bringing the position to 58,417 shares worth $5.64M. The position accounts for 3.62% of the portfolio, ranked #7.

Joel Adams & Associates first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Joel Adams & Associates held 58,417 shares of iShares Core MSCI EAFE ETF worth $5.64M as of Q2 2026.
Joel Adams & Associates bought 1,395 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $134K.
iShares Core MSCI EAFE ETF made up 3.62% of Joel Adams & Associates's portfolio in Q2 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 7 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.