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Johnson Financial Group Inc (Wisconsin)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$175M Buy
1,934,375
+123,084
+7% +$11.5M 6.34% 4
2025
Q4 		$162M Buy
1,811,291
+199,944
+12% +$17.7M 6.07% 3
2025
Q3 		$141M Buy
1,611,347
+141,396
+10% +$12M 5.28% 3
2025
Q2 		$123M Sell
1,469,951
-7,925
-0.5% -$629K 5.52% 3
2025
Q1 		$112M Sell
1,477,876
-32,268
-2% -$2.41M 5.47% 3
2024
Q4 		$111M Buy
1,510,144
+123,631
+9% +$9.12M 5.25% 3
2024
Q3 		$108M Buy
1,386,513
+200,396
+17% +$15M 4.94% 4
2024
Q2 		$86.2M Buy
1,186,117
+14,991
+1% +$1.1M 4.18% 4
2024
Q1 		$86.9M Buy
1,171,126
+130,212
+13% +$9.27M 4.68% 4
2023
Q4 		$73.2M Buy
1,040,914
+824,699
+381% +$54.4M 4.01% 6
2023
Q3 		$13.9M Buy
216,215
+12,026
+6% +$805K 0.97% 17
2023
Q2 		$13.8M Buy
204,189
+13,089
+7% +$888K 0.95% 17
2023
Q1 		$12.8M Buy
191,100
+10,098
+6% +$662K 0.91% 18
2022
Q4 		$11.2M Buy
181,002
+1,869
+1% +$110K 0.88% 24
2022
Q3 		$9.58M Sell
179,133
-39,426
-18% -$2.32M 0.88% 17
2022
Q2 		$12.9M Buy
218,559
+10,220
+5% +$656K 0.92% 21
2022
Q1 		$14.5M Buy
208,339
+6,789
+3% +$480K 1.02% 14
2021
Q4 		$15M Sell
201,550
-1,843
-0.9% -$139K 0.95% 15
2021
Q3 		$15.1M Buy
203,393
+15,954
+9% +$1.21M 1.03% 15
2021
Q2 		$14M Buy
187,439
+13,818
+8% +$1.04M 0.92% 15
2021
Q1 		$12.5M Buy
173,621
+64,000
+58% +$4.57M 0.84% 16
2020
Q4 		$7.57M Sell
109,621
-662
-0.6% -$42.8K 0.65% 22
2020
Q3 		$6.65M Buy
110,283
+1,967
+2% +$119K 0.68% 24
2020
Q2 		$6.19M Sell
108,316
-4,612
-4% -$250K 0.67% 24
2020
Q1 		$5.63M Buy
112,928
+39,824
+54% +$2.37M 0.67% 23
2019
Q4 		$4.77M Buy
73,104
+13,427
+22% +$852K 0.43% 35
2019
Q3 		$3.64M Buy
59,677
+25,430
+74% +$1.53M 0.33% 52
2019
Q2 		$2.1M Buy
34,247
+31,745
+1,269% +$1.94M 0.19% 77
2019
Q1 		$152K Sell
2,502
-315
-11% -$18.6K 0.01% 235
2018
Q4 		$155K Buy
+2,817
New +$165K 0.02% 229
2018
Q1 		– Sell
-159
Closed -$11K – 581
2017
Q4 		$11K Buy
+159
New +$10.4K ﹤0.01% 478

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UBS Group
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Envestnet Asset Management
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LPL Financial
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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

Johnson Financial Group Inc (Wisconsin)'s IEFA Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.8% in Q1 2026, buying an estimated $11.5M and bringing the position to 1,934,375 shares worth $175M. The position accounts for 6.34% of the portfolio, ranked #4.

Johnson Financial Group Inc (Wisconsin) first reported a position in IEFA in Q4 2017 and has held it in 31 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,934,375 shares of iShares Core MSCI EAFE ETF worth $175M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 123,084 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $11.5M.
  • iShares Core MSCI EAFE ETF made up 6.34% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #4 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 31 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.