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Joel Isaacson & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Joel Isaacson & Co’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 		$1.83M Buy
18,983
+3,831
+25% +$368K 0.05% 151
2026
Q1 		$1.37M Buy
15,152
+1,280
+9% +$119K 0.05% 169
2025
Q4 		$1.24M Buy
13,872
+756
+6% +$66.9K 0.04% 171
2025
Q3 		$1.15M Buy
13,116
+1,745
+15% +$148K 0.04% 171
2025
Q2 		$949K Buy
11,371
+4,089
+56% +$325K 0.04% 172
2025
Q1 		$551K Buy
7,282
+957
+15% +$71.6K 0.03% 226
2024
Q4 		$445K Buy
6,325
+126
+2% +$9.29K 0.02% 246
2024
Q3 		$484K Hold
6,199
– – 0.02% 223
2024
Q2 		$450K Buy
6,199
+98
+2% +$7.21K 0.02% 230
2024
Q1 		$453K Buy
6,101
+343
+6% +$24.4K 0.02% 224
2023
Q4 		$405K Buy
5,758
+428
+8% +$28.2K 0.02% 214
2023
Q3 		$343K Buy
5,330
+334
+7% +$22.4K 0.02% 232
2023
Q2 		$337K Buy
4,996
+91
+2% +$6.17K 0.02% 237
2023
Q1 		$328K Sell
4,905
-38
-0.8% -$2.49K 0.02% 240
2022
Q4 		$305K Buy
+4,943
New +$291K 0.02% 241
2020
Q2 		– Sell
-4,085
Closed -$204K – 214
2020
Q1 		$204K Buy
+4,085
New +$243K 0.04% 178
2017
Q1 		– Sell
-651
Closed -$35K – 336
2016
Q4 		$35K Buy
651
+6
+0.9% +$322 0.01% 355
2016
Q3 		$36K Buy
645
+350
+119% +$18.9K 0.01% 376
2016
Q2 		$15K Hold
295
– – ﹤0.01% 496
2016
Q1 		$16K Hold
295
– – ﹤0.01% 516
2015
Q4 		$16K Hold
295
– – ﹤0.01% 497
2015
Q3 		$16K Sell
295
-282
-49% -$16K ﹤0.01% 514
2015
Q2 		$34K Buy
+577
New +$35.1K 0.01% 417

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Joel Isaacson & Co's IEFA Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q2 2026, buying an estimated $368K and bringing the position to 18,983 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #151.

Joel Isaacson & Co first reported a position in IEFA in Q2 2015 and has held it in 23 quarters since. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Joel Isaacson & Co held 18,983 shares of iShares Core MSCI EAFE ETF worth $1.83M as of Q2 2026.
  • Joel Isaacson & Co bought 3,831 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $368K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Joel Isaacson & Co's portfolio in Q2 2026, its #151 holding.
  • Joel Isaacson & Co first reported a position in iShares Core MSCI EAFE ETF in Q2 2015 and has held it in 23 quarters since.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.