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

Johnson Financial Group LLC (Colorado)’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	$1.57M	Sell	17,327 -986	-5%	-$92K	0.1%	42
2025 Q4	$1.64M	Buy	18,313 +9,689	+112%	+$857K	0.1%	41
2025 Q3	$753K	Buy	8,624 +243	+3%	+$20.6K	0.07%	36
2025 Q2	$700K	Hold	8,381	–	–	0.07%	33
2025 Q1	$634K	Buy	8,381 +4,914	+142%	+$367K	0.07%	45
2024 Q4	$244K	Sell	3,467 -2,172	-39%	-$160K	0.03%	45
2024 Q3	$440K	Buy	5,639 +2,413	+75%	+$181K	0.05%	34
2024 Q2	$234K	Buy	+3,226	New	+$237K	0.03%	39
2021 Q2	–	Sell	-4,015	Closed	-$289K	–	85
2021 Q1	$289K	Buy	+4,015	New	+$287K	0.07%	52

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

Johnson Financial Group LLC (Colorado)'s IEFA Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q1 2026, selling an estimated $92K and leaving 17,327 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #42.

Johnson Financial Group LLC (Colorado) first reported a position in IEFA in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.64M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 17,327 shares of iShares Core MSCI EAFE ETF worth $1.57M as of Q1 2026.
Johnson Financial Group LLC (Colorado) sold 986 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $92K.
iShares Core MSCI EAFE ETF made up 0.1% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #42 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 9 quarters since.
Johnson Financial Group LLC (Colorado)'s iShares Core MSCI EAFE ETF position peaked at $1.64M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.